Kyle Cain is a CFP-designated registered investment advisor at Freedom Family Office, LLC, based in Jupiter, FL, with 16 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 130 clients with $160M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. There is generally a minimum monthly fee of $1,000, which may be waived or discounted.
Fee Estimator
Location
Jupiter, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2018Other Business Activities
Kyle is the President, Managing Member, CCO, and IAR of Foresight Financial Advisory, dedicating a few hours per week to this role. He also works nearly full-time as an Investment Adviser Representative for Freedom Family Office, LLC.
Employment History
Current Registrations
Freedom Family Office, LLC
Foresight Financial Advisory
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.