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Kristopher Hyland

Advice and Planning Services
14 Years of Experience
Charlotte, NC
1 DisclosureBroker
View SEC Summary
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Kristopher Hyland is a registered investment advisor at Advice and Planning Services, based in Charlotte, NC, with 14 years of industry experience. Kristopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1683 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management

TC Services offers several managed account programs with different fee structures:

  • TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
  • TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
  • Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.

TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.

View Full SEC Brochure

Location

8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC, 28262

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History

Regulatory History (1)
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Criminal
December 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advice and Planning Services
November 2022 - Present · 3 yrs 11 mos
Tiaa-Cref Individual & Institutional Services, LLC
August 2022 - Present · 4 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2012 - December 2020 · 8 yrs
Strategic Advisers, INC.
January 2010 - March 2010 · 2 mos
Fidelity Brokerage Services LLCBroker
October 2008 - May 2011 · 2 yrs 7 mos
State Registrations19 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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