Kyle Sothers is a registered investment advisor at Kyso Financial, based in Superior, 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 Investment Management. Their firm serves 11 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
2.00% for Growth Portfolio, 1.50% for Income and Hybrid Portfolios, 1.00% for Custom ETF Portfolio. Fees are negotiable in limited instances. Some clients may be managed under an introductory rate no longer offered to new clients.
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Location
Superior, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kyso Financial
State Registrations3 states
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