KB
KB
Kylie Blasen
1 Year of Experience
Okemos, MI
1 Disclosure
Kylie Blasen is a registered investment advisor at Blasen Capital Markets Group, LLC, based in Okemos, MI, with 1 years of industry experience. Kylie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3887 Okemos Rd, A4, Okemos, MI, 48864
Get directionsHistory
Regulatory History (1)
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Criminal
January 2019Final Disposition
Employment History
Current Registrations
Blasen Capital Markets Group, LLC
November 2025 - Present · 6 mos
Previous Registrations
Finalis Securities LLCBroker
March 2024 - December 2024 · 9 mos
Cambridge Digital Asset Group
April 2023 - December 2023 · 8 mos
State Registrations1 state
MI
Advisor
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.
Exams
No exam information available for this advisor.