Kyle Appelbaum is a registered investment advisor at Abraham & CO., INC., based in Gig Harbor, WA, with 8 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 355 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abraham & Co. charges an annual fee based on the value of your managed account. The fee is calculated on the average daily balance and billed monthly or quarterly. The rate decreases as your account value increases:
- $50,000-$250,000: 1.50% per year
- $250,000-$500,000: 1.25% per year
- $500,000-$1,500,000: 1.00% per year
- $1,500,000 - $3 million: 0.90% per year
- Over $3 million: Negotiated rate
Location
Gig Harbor, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle is Abraham & Co.'s Chief Investment Officer and backup Chief Compliance Officer. He also supervises estate planning, conducts market research, and assists with administrative tasks.
Employment History
Current Registrations
Abraham & CO., INC.
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations8 states
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