Kyle Grisz is a registered investment advisor at Voyage Wealth Management, LLC, based in Dallas, TX, with 3 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 49 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voyage Wealth Management charges a fixed annual fee for portfolio management and financial planning, ranging from $4,000 to $30,000 per year. The fee depends on the anticipated workload. Voyage Wealth Management may also recommend third-party money managers, but does not charge a separate fee for this service.
Location
Dallas, TX
Get directionsHistory
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 Activities
Kyle provides tax planning and compliance services to customers through Voyage Wealth Management, LLC.
Employment History
Current Registrations
Voyage Wealth Management, LLC
State Registrations1 state
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.