Kyle Harvey is a registered investment advisor at Optima Capital LLC, based in Beaverton, OR, 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 Financial Planning & Coaching, Investment Management. Their firm serves 614 clients with $290M 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 | 1.50% |
Annual fee will not exceed 1.50%. Fees may be negotiable or waived at Optima Capital's discretion.
Fee Estimator
Location
500 SW 116th Ave., Beaverton, OR, 97225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Optima Capital LLC
State Registrations2 states
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