Kyle Langevin
Kyle Langevin is a CFP-designated registered investment advisor at Ivy & CO., based in South Glastonbury, CT, with 4 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
931 Main St., Unit #3, South Glastonbury, CT, 06073
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Kyle is a sole proprietor in West Hartford, CT, engaged in insurance sales and service as an insurance agent since June 2021. This activity takes about 10-20% of Kyle's time.
Employment History
Current Registrations
Ivy & CO.
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.