Kyle Gonzalez is a registered investment advisor at Siebert Advisornxt, LLC., based in New York, NY, with 2 years of industry experience. 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 786 clients with $290M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
300 Vesey Street, Suite 501, New York, NY, 10282
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle is a dual employee of Muriel Siebert & Co., LLC and Siebert AdvisorNxt, LLC, an investment advisory firm. Kyle spends about half of his time at each company, which are both under common ownership.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLCBroker
State Registrations3 states
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