Kayla Tweedy is a registered investment advisor at Fmi, based in Ardmore, OK, with 7 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning. Their firm serves 717 clients with $320M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Simple IRA clients are billed at the rate of 1% annually for all assets up to and including $50,000. All assets under management in excess of $50,000 will be billed at the rate of .5 % annually. 401K Plan clients are billed at the rate of .75% annually. Simple IRA accounts with assets under management of $5,000.00 or less will be billed at the minimum fee of $50.00 annually.
Fee Estimator
Location
130 D Street Nw, Ardmore, OK, 73401
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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 ActivitiesSells Insurance
Kayla is involved with several outside business activities, including a non-profit organization called Women Promoting Women, Reality Check of Southern Oklahoma, and The Gloria Ainsworth Child Care Center and Learning Center. She also works as an independent insurance agent, dedicating a few hours per week to this.
Employment History
Current Registrations
Fmi
State Registrations1 state
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