Kyle Louvar is a CFP-designated registered investment advisor at Guided Capital Wealth Management, LLC, based in Houston, TX, 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 147 clients with $250M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
24 Greenway Plaza, Suite 1203, Houston, TX, 77046
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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 →Other Business Activities
Kyle is the Secretary of Our Way Holdings II, LLC, which holds a share of Sunland Park Racetrack & Casino. While Kyle is an officer, the management of the company is vested in the Manager, and Kyle dedicates minimal time to this role.
Employment History
Current Registrations
Guided Capital Wealth Management, LLC
Previous Registrations
Merit Financial Advisors
Lifestyle Planning Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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