Kyle Sabdo
Kyle Sabdo is a CFP-designated registered investment advisor at Stillwater Capital Management, based in Carmel-By-The-Sea, CA, with 10 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 135 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stillwater Capital Management offers two investment management services:
- Asset Management: The annual fee will not exceed 1.50% of the value of your account, billed monthly.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed monthly.
Fees are negotiable and will be deducted from client accounts. The specific fee depends on the scope and complexity of the relationship.
Location
Nw Corner of 8th Ave and San Carlos St #2, Carmel-By-The-Sea, CA, 93921
Get directionsHistory
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 ActivitiesSells Insurance
Kyle is an insurance agent. The filing does not specify the type of insurance or time commitment.
Employment History
Current Registrations
Stillwater Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.