Kyle Tetreault
Kyle Tetreault is a registered investment advisor at Asset Allocation Strategies, LLC, based in Debray, FL, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,394 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAS charges a percentage of the value of your portfolio annually, billed quarterly. The maximum fee is 2% per year. The specific fee is agreed upon in your investment advisory agreement and may be negotiable. If you cancel your agreement, you'll receive a refund for any unused portion of the fee. Additional deposits during a quarter may be billed on a pro-rata basis. Withdrawals during a billing period do not generally result in a refund unless you terminate the agreement.
Location
Debray, FL
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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 ActivitiesSells Insurance
Kyle is an owner at Longevity Financial, selling life insurance and annuities, dedicating minimal time to this role. He also serves as an Executive National Sales Director at Valuteachers, focusing on marketing, sales, recruiting, training, and team management of life insurance and annuity products, taking about a quarter of his time. Finally, Kyle is an Investment Advisor Representative (IAR) at Asset Allocation Strategies, LLC, spending about 10-20% of his time soliciting, servicing, and actively managing advisory accounts/clients.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLC
Glp Investment Services, LLCBroker
State Registrations6 states
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