Kyle Fairall
Kyle Fairall is a registered investment advisor at Ascentis Asset Management, LLC, based in Fort Bragg, CA, with 12 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ascentis Wealth Management provides sub-advisory investment management and portfolio modeling services to other investment advisors. Because Ascentis operates entirely as a business-to-business sub-advisor and does not directly manage accounts for individual retail investors, it does not charge investment management fees directly to individual clients. Instead, Ascentis receives a share of the fees collected by the primary investment advisor from the underlying clients. These fees will not exceed 0.60% annually and are generally negotiable.
Location
319 N. Main St, Fort Bragg, CA, 95437
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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 involved with several investment-related businesses, including Redwood Investments and Golden State Wealth Management, providing investment advisory and administrative services. He spends a significant amount of time, including nearly full-time, on these activities.
Employment History
Current Registrations
Ascentis Asset Management, LLC
Golden State Wealth Management, LLC
Redwood Investment Group, INC
LPL Financial LLCBroker
Previous Registrations
Golden State Asset Management
State Registrations17 states
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