Kyle Bence
Kyle Bence is a registered investment advisor at Iag Wealth Partners, LLC, based in Waukesha, WI, with 2 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 2,229 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAG Wealth Partners offers investment advisory services where your annual fee is a percentage of the value of your investments. The maximum fee is 1.75% annually, but it may be lower depending on factors like the amount you invest and negotiations with IAG. Fees are typically deducted quarterly in advance. IAG also offers access to LPL Financial sponsored advisory programs with maximum fees ranging from 1.35% to 2.95%.
Location
N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI, 53188
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Regulatory History (1)
Financial
June 2023Other Business Activities
Kyle works as a registered representative for LPL Financial LLC, providing brokerage products to clients since January 2022. This role takes nearly full-time hours.
Employment History
Current Registrations
Iag Wealth Partners, LLC
LPL Financial LLCBroker
State Registrations3 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.