Kyle Kennedy is a registered investment advisor at Osaic Wealth, INC., based in Naples, 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 Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9601 Tamiami Trail North, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle works as a server at Jimmy P's Burgers & More, dedicating about a quarter of his time. He also works as a paraplanner for CAM LLC, providing client services and administrative support to an advisor on a nearly full-time basis.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Equitable Advisors, LLCBroker
State Registrations1 state
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