KR
KR

Kyle Reese

9 Years of Experience
Austin, TX

Kyle Reese is a registered investment advisor at Sprout Capital Management, LLC, based in Austin, TX, with 9 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, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 13 clients with $9.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$759K average
Assets Under Management
$9.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The fee is negotiable depending on the amount of assets under management, the complexity of client goals and objectives, and the scope of the services rendered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Austin, TX

Get directions

History

Regulatory History
Clean regulatory record

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
Sprout Capital Management, LLC
February 2017 - Present · 9 yrs 3 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Kyle Reese - Financial Advisor | TrueAdvisor