Kyle Hutchins is a CFA-designated registered investment advisor at Reef Investment Management LLC, based in Lehi, UT, with 6 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 4 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reef Investment Management (RIM) advises investment funds and is compensated through fixed fees or a percentage of the fund's assets. The fees range from $2,000 per year to $45,000 per quarter or 0.15% of the fund's assets. These fees are negotiated at the fund level, not for individual investors.
Location
2600 N Ashton Blvd., Suite 200, Lehi, UT, 84048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle is a Managing Director at Reef Capital Partners LLC, a private investment firm, since 2019. His duties involve client services and take about 10-20% of his time.
Employment History
Current Registrations
Reef Investment Management LLC
Previous Registrations
Peak Wealth Planning, LLC
State Registrations1 state
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