Kyle Lacroix
Kyle Lacroix is a registered investment advisor at St. Bernard Financial Services, INC., based in Fayetteville, AR, 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 Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
237 Millsap Road, Fayetteville, AR, 72703
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2022Other Business Activities
Kyle is the owner of Frugal Investments, LLC, formed in 2022 for tax purposes. This non-investment related activity requires minimal time and does not involve clients.
Employment History
Current Registrations
St. Bernard Financial Services, INC.Broker
World Investment Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services 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.