Kyle Healy is a registered investment advisor at Iqvestment, LLC, based in New York, NY. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 235 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
IQvestment offers investment management through wrap fee programs. The fees vary depending on the advisor and can be a flat monthly fee (up to $9.95 for certain account sizes) or a percentage-based fee (up to 0.35% charged quarterly). These fees cover advisory services, trading commissions, custodial services, and account reporting. Clients should refer to their Investment Management Agreement for specific fee details. Investment advice is provided exclusively through IQvestment's online digital platform.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Iqvestment, LLC
State Registrations2 states
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