Kyle Thompson is a registered investment advisor at Leetown Advisors, based in Ankeny, IA, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 60 clients with $13M 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 | 1.50% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Ankeny, IA
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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 Activities
Kyle is involved with KT Constrictors in Ames, Iowa, since January 2012. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Leetown Advisors
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Park Avenue Securities LLCBroker
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.