Kyle Wort
Kyle Wort is a registered investment advisor at Larson Financial Group, LLC, based in Saint Louis, MO, 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 4,640 clients with $4B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business Activities
Kyle owns Kyle E Wort L.L.C., a real estate rental and development business, since 2020. He dedicates minimal time to general landlord duties and buying/selling real property.
Employment History
Current Registrations
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
State Registrations22 states
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.