Kyle Eudy
Kyle Eudy is a CFP-designated registered investment advisor at Uwharrie Investment Advisors, INC., based in Albemarle, NC, with 17 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 1 more. Their firm serves 809 clients with $280M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fee schedule is used as a guideline only and is subject to negotiation.
Fee Estimator
Location
132 North First Street, Albemarle, NC, 28001
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 an investment adviser representative at Uwharrie Investment Advisers, spending about half their time there. Kyle also engages in various other activities, including referring clients for loans, selling non-investment related insurance products, working with The Cason Group for insurance, serving on boards, working for Uwharrie Bank, and investing in a baseball facility and real estate.
Employment History
Current Registrations
Uwharrie Investment Advisors, INC.
Private Client Services, LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
State Registrations10 states
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