Kyle Mccauley is a registered investment advisor at Entrust Investment Services, INC, based in Campbell, CA, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 170 clients with $140M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future additional assets, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
1901 S Bascom Avenue, Suite 1150, Campbell, CA, 95008
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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 is a member/investment advisor for City Center Advisors, LLC and Entrust Investment Services LLC, both investment-related businesses, dedicating full-time hours to each. Kyle also owns Green Pastures CSA, LLC, a farming business, spending about a quarter of his time on it.
Employment History
Current Registrations
Entrust Investment Services, INC
Previous Registrations
City Center Advisors, LLC
Corecap Advisors
Corecap Investments, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.