Kyle Shoemaker is a registered investment advisor at Fifth Avenue Family Office, based in Naples, FL, with 13 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 7 clients with $910M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.25% |
Fees may also be fixed and are negotiable in limited situations and we may agree to aggregate related accounts for purposes of calculating portfolio valuation and related fees.
Fee Estimator
Location
3003 Tamiami Trail North, Suite 410, Naples, FL, 34103
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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 coaches lacrosse for the Face Off Club of Naples, dedicating a few hours per week. He also serves as a member of the Board of Directors for Stage Capital of Florida LLC, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Fifth Avenue Family Office
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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