Kyle Akers
Kyle Akers is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Troy, MI, 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
990 E South Blvd., Suite 100, Troy, MI, 48085
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kyle is a Senior Advisor at Modern Wealth Management, LLC, a registered investment advisor, dedicating full-time hours to this role. He also works full-time as an Insurance Agent at Modern Wealth Holdings, LLC, recommending insurance products.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Barber Financial Group
Mutual Securities, INC.Broker
Osiwala Financial Group, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Tfg Advisors
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Scottrade, INC.Broker
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.