Kyle Carlton
Kyle Carlton is a registered investment advisor at First Advisors National, LLC, based in Franklin, TN, 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 Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
106 Mission CT, Franklin, TN, 37067
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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 ActivitiesSells Insurance
Kyle is the owner of Carlton Financial Group, offering insurance and annuity services since 2004. This activity takes nearly all of Kyle's time.
Employment History
Current Registrations
First Advisors National, LLC
State Registrations1 state
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