Kyle Wasson is a CFP-designated registered investment advisor at Inside Edge Capital Management, LLC, based in Georgetown, TX, with 7 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 46 clients with $45M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. When using Sub-Advisors, the Client will not pay additional fees. The Sub-Advisors fees are inclusive of the fees charged by IEC.
Fee Estimator
Location
Georgetown, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Inside Edge Capital Management, LLC
Previous Registrations
Richard P. Slaughter Associates, INC.
State Registrations2 states
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