Kyle Frush
Kyle Frush is a registered investment advisor at Western Wealth Management LLC, based in Glen Rose, TX, with 18 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.
Fee Estimator
Location
1613 N E Big Bend Trail, Suite D, Glen Rose, TX, 76043
Get directionsHistory
Regulatory History (1)
Criminal
March 1999Other Business ActivitiesSells Insurance
Kyle sells non-variable insurance, earning 2% commission. He also provides investment advisory services through Western Wealth Management, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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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