Kyle Kursim is a CFP-designated registered investment advisor at Cerity Partners LLC, based in New York, NY, with 15 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, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2017Other Business Activities
Kyle is involved in renovating and rehabbing rental properties through Livingston & Co. and Livingston Homes, respectively. He dedicates minimal time to these non-investment related activities.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Argi Investment Services, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 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.