Kyle Kues is a CFP-designated registered investment advisor at Snowcap Financial, based in Castle Rock, CO, with 7 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 47 clients with $13M 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 $1000K | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual fees are negotiable.
Fee Estimator
Contact
Kyle Kues
Location
Castle Rock, CO
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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
Snowcap Financial
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations4 states
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