Kyle Sikes is a registered investment advisor at Wealthpoint Advisors, based in Cramerton, NC, 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 Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 358 clients with $120M 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 | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), the Firm may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
102 Hidden Pastures Dr., Suite 213, Cramerton, NC, 28032
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 a board member/advocate for Caromont Care Advocates, a board member for Next Generation Fund, and owns real estate through SSI Holdings, LLC. He also owns KDS Financial Services LLC and is a financial advisor for Wealthpoint Advisors, spending full-time hours on these activities, and is an independent insurance agent.
Employment History
Current Registrations
Wealthpoint Advisors
Previous Registrations
Dempsey Lord Smith, LLCBroker
Dempsey Lord Smith, LLC
Kalos Capital, INC.Broker
Kalos Management
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
State Registrations3 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.