Kyle Musleh
Kyle Musleh is a registered investment advisor at Musleh Wealth Management LLC, based in Carmel, IN, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 76 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Carmel, IN
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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 involved with non-variable insurance through Musleh Financial Group and as an individual, both since 2012. These activities are investment-related and take about half of Kyle's time.
Employment History
Current Registrations
Musleh Wealth Management LLC
Previous Registrations
Brass Tax Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
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.