Kyle Fulton is a registered investment advisor at Seneca Private Wealth, LLC, based in Los Angeles, CA, 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 Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Seneca Private Wealth offers investment and wealth management services for a maximum annual fee of 1.5% of the assets managed. The advisory fee is negotiated based on the complexity of the engagement and total household assets under management. The fee is generally billed in advance each calendar quarter based on the market value of the assets under management on the last day of the previous calendar quarter.
Location
1999 Avenue of the Stars, Suite 3350, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle works as a staff accountant and head of the data entry department at Fulton Management, dedicating about half his time to this role. He also operates under the DBA Allegiance Financial Group for his LPL business and has a business entity, CKJ Investments, for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
Seneca Private Wealth, LLC
Previous Registrations
LPL Financial LLC
Finwell, INC.
State Registrations1 state
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