Kyle Dagesse
Kyle Dagesse is a registered investment advisor at Charles Schwab & CO., INC., based in Boston, MA, with 3 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
127 Congress Street, Floor 01, Boston, MA, 02110-2511
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2023Financial
October 2023Other Business Activities
Kyle is the founder of Zero Percent Clothing Company LLC, a clothing company focused on raising awareness. He secured the domain and registered the LLC, but will not be actively involved until after returning to work, dedicating about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations2 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.
Exams
More Advisors
- Jonathan LococoCharles Schwab & CO., INC.
- Kristina Regan, CFACharles Schwab & CO., INC.
- Edward PowerCharles Schwab & CO., INC.
- Eric Yanovsky, CFPCharles Schwab & CO., INC.
- David Puopolo, CFPCharles Schwab & CO., INC.
- Paul Scleparis, CFAScs Capital Management LLC