Kyle Kyburz is a CFP-designated registered investment advisor at Cimarron Wealth Management, INC., based in Gunnison, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 572 clients with $330M 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 | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.70% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Location
1115 N. Main St., Suite A, Gunnison, CO, 81230
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 Activities
Kyle operates his LPL business under the DBA Cimarron Wealth Management, Inc. He also provides investment advisory services through Cimarron Wealth Management, Inc., an independent investment advisor firm, dedicating full-time hours to these activities.
Employment History
Current Registrations
Cimarron Wealth Management, INC.
LPL Financial LLCBroker
State Registrations3 states
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