Kyle Tracey is a CFP-designated registered investment advisor at Scs Capital Management LLC, based in Providence, RI, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 597 clients with $43B 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 $30.0M | 0.75% |
| $30.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.40% |
| $250M+ | 0.35% |
Fees may be negotiable. All family relationships are aggregated to determine the blended fee rate.
Fee Estimator
Location
10 Memorial Blvd., Suite 1003, Providence, RI, 02903
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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 →Employment History
Current Registrations
Scs Capital Management LLC
Previous Registrations
Ballentine Partners
Ballentine Finn & CO INC
State Registrations2 states
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