Kyle Kirk is a CFP-designated registered investment advisor at Uniting Wealth Partners, based in Olean, NY, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 854 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wealth management fees range up to 2.00% annually based on factors such as the scope and complexity of services, the level of assets managed, and the overall relationship. Fees may be negotiable at the sole discretion of Uniting Wealth Partners.
Fee Estimator
Location
125 South Union St, Olean, NY, 14760
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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 →Other Business Activities
Kyle co-owns LSKK 814 LLC, a financial services company, dedicating about 60 hours per month. He also serves on multiple boards and is involved with the Peyton Kirk Memorial Scholarship, spending minimal time on each.
Employment History
Current Registrations
Uniting Wealth Partners
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLCBroker
State Registrations1 state
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
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