Kyle Burns
Kyle Burns is a registered investment advisor at Hightower Advisors, LLC, based in Santa Fe, NM, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
150 Washington Avenue, Suite 201, Santa Fe, NM, 87501
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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 introduces potential real estate borrowers to financing sources as an independent agent and may be compensated for this activity since 2017. Kyle also assists and directs trustee and executor activity in trust and estate administration services. Both activities take a few hours per week.
Employment History
Current Registrations
Hightower Advisors, LLC
Previous Registrations
The Rikoon Group, LLC
The Rikoon Group, LLC
The Rikoon Group, LLC
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.