Kylee Adamson is a CFP-designated registered investment advisor at The Norden Group LLC, based in Provo, UT, with 5 years of industry experience. Kylee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,531 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.
Location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kylee works as an Investment Adviser Representative with The Norden Group, dedicating about a quarter of her time. She also owns and works as a stylist at Kylee Nelson LLC (cosmetology), spending about 10-20% of her time on this non-investment related business.
Employment History
Current Registrations
The Norden Group LLC
Previous Registrations
Townsquare Capital, LLC
State Registrations1 state
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