Kyle Labarre
Kyle Labarre is a registered investment advisor at Hill and Labarre Wealth Management, based in Plano, TX, with 4 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6 clients with $250K 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees are negotiable for accounts over $1 million. Portfolio Management (Model Program) charges 0.75% annually of the value of your portfolio.
Fee Estimator
Location
1120 E Parker Rd Suite 101, Plano, TX, 75074
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 partner at Villa Texas Insurance Services, an insurance agency, since 2014. He spends about 10% of his time on this activity.
Employment History
Current Registrations
Hill and Labarre Wealth Management
State Registrations4 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.