Kylle Little
Kylle Little is a registered investment advisor at Shift 4 Advisors, INC., based in Murrieta, CA, with 15 years of industry experience. Kylle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees may be negotiable in certain circumstances. Existing legacy accounts may have a different fee structure.
Fee Estimator
Location
25109 Jefferson Avenue Suite 315, Murrieta, CA, 92562
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
Kylle is the President and Accountant at KLittle Accounting Inc. since 2009, spending about half their time offering tax preparation, bookkeeping, payroll, and accounting services; Kylle also works as an insurance agent, dedicating about a quarter of their time to offering insurance products and services.
Employment History
Current Registrations
Shift 4 Advisors, INC.
Previous Registrations
Shift 4 Advisors, INC.
Palomar Advisors INC.
Hd Vest Investment ServicesBroker
Pruco Securities, LLC.Broker
Metlife Securities 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.