Kyle Simmons is a CFP-designated registered investment advisor at Simmons Investment Management LLC, based in Louisville, CO, 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 Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 21 clients with $21M 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 $1.2M | 1.00% |
| $1.2M+ | 0.50% |
Fees are paid quarterly in arrears. Minimum quarterly fee of $300 applies.
Fee Estimator
Contact
Kyle Simmons
Location
950 Spruce St, Suite 1F, Louisville, CO, 80027
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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
Simmons Investment Management LLC
Previous Registrations
Great Life Financial Planning LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Simmons Investment Management provides trusted financial planning aligned with what matters most. We help clients use their money as a tool to offload stress and fully enjoy the rewards of their hard work and success.
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