Kyle Boucher is a CFP-designated registered investment advisor at PCM Encore, LLC, based in Colorado Springs, CO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $1.2B 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 | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
PCM Encore may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
121 S. Tejon St., Suite 700, Colorado Springs, CO, 80903
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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
PCM Encore, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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