Kyle Pitts is a registered investment advisor at Momentum Advisors, based in New York, NY, with 10 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 370 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $3,000 applies to the first tier.
Fee Estimator
Location
1120 Avenue of the Americas, 4th Floor, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Momentum Advisors
Previous Registrations
Momentum Advisors
Momentum Advisors
Momentum Advisors
Momentum Advisors
Momentum Advisors
PNC Investments
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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