Kyle Mcgrath is a CFA-designated registered investment advisor at Riverpoint Wealth Management, based in Chicago, IL, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 216 clients with $910M 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 | 1.35% |
Maximum annual fee is 1.35% for comprehensive portfolio management. Section 529 accounts and held away accounts charge a maximum of 1.00%. Fees and account minimums are negotiable based on aggregate family holdings, asset type, and relationship complexity.
Fee Estimator
Location
200 South Wacker Drive, Suite 2330, Chicago, IL, 60606
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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 →Employment History
Current Registrations
Riverpoint Wealth Management
Previous Registrations
Alliancebernstein L.P.
Alliancebernstein Investments, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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.
Exams
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