Kyron Harold is a CFA-designated registered investment advisor at Spraker West Wealth Management, INC, based in Winter Park, FL, with 1 years of industry experience. Kyron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 144 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $600K | 1.25% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are subject to negotiation if there is an existing family relationship, clients grandfathered under prior billing schedules, and/or complexity of work performed.
Fee Estimator
Location
334 W. Morse Blvd., Winter Park, FL, 32789
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 →Employment History
Current Registrations
Spraker West Wealth Management, INC
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.