Kyle Chapman
Kyle Chapman is a CFP-designated registered investment advisor at Foundations Investment Advisors LLC, based in Henderson, NV, with 11 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
901 N Green Valley Pkwy, #100, Henderson, NV, 89074
Get directionsHistory
Regulatory History (2)
Regulatory
September 2024Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Kyle works as an independent insurance agent in Henderson, NV, earning commission-based compensation. This activity takes nearly full-time hours.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
American Trust Investment Services, INC.Broker
Clarity Capital Partners
Westpark Capital, INC.Broker
Erman Retirement Advisory
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Sagepoint Financial, INC.Broker
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.