Kyle Payne
Kyle Payne is a CFP-designated registered investment advisor at Fort Washington Investment Advisors INC, based in Cincinnati, OH, with 8 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 755 clients with $93B 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Related client accounts are typically aggregated for breakpoint calculations. Fees are negotiable.
Fee Estimator
Location
303 Broadway, Suite 1200, Cincinnati, OH, 45202
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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 →Employment History
Current Registrations
Fort Washington Investment Advisors INC
Touchstone Securities, LLCBroker
Previous Registrations
W&s Brokerage Services, INC.Broker
Touchstone Securities, INC.Broker
State Registrations2 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.
Exams
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