Kyle Luebeck
Kyle Luebeck is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 14 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
Get directionsHistory
Regulatory History (1)
Regulatory
August 2022Other Business ActivitiesSells Insurance
Kyle is the founder/owner of Luebeck Geisler Hamm Wealth Management, Inc., where he provides financial planning, investments, and sells fixed annuities, life, disability, and LTC insurance, dedicating nearly full-time hours to this role. Kyle also owns Luebeck Real Estate Holdings LLC, a holding company for rental properties, spending a few hours per week on this activity, and serves as a panelist for Roi/Emporium/Business Insider, spending minimal time on this.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations8 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.