Kyle Birmingham is a CFA-designated registered investment advisor at Quorus INC., based in Westport, CT, with 8 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quorus charges an annual fee based on the value of your portfolio, ranging from 0.10% to 2.00%. The exact fee depends on the complexity of your account, the amount of assets managed, and your overall relationship with Quorus. Fees may be negotiable. Quorus may pay a portion of the fee to third-party model providers if those models are used.
Location
500 Post Road East, 2nd Fl, Suite 303, Westport, CT, 06880
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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 volunteers as a board member for The Association for Frontotemporal Degeneration (AFTD), a non-profit organization. He dedicates minimal time to this role, participating in finance, development, and investment sub-committees that oversee the organization's investment portfolio.
Employment History
Current Registrations
Quorus INC.
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations4 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.