Kyle Mortimer
Kyle Mortimer is a registered investment advisor at Rise North Capital Investment Advisors, based in Braintree, MA, with 1 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
RNCIA uses co-advisors for investment management. The total maximum annual fee is 2.0%, which includes the co-advisor's fee of 0.70%. The annual fee is negotiable.
Fee Estimator
Location
25 Braintree Hill Office Park, Braintree, MA, 02184
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 ActivitiesSells Insurance
Kyle is an agent for National Life Group, selling various insurance products including life insurance and annuities, dedicating about a quarter of his time. He also works as an ambassador for MyDebtNavigator and as a financial advisor structuring life insurance policies for infinite banking strategies, dedicating minimal time to each.
Employment History
Current Registrations
Rise North Capital Investment Advisors
Previous Registrations
Foundations Investment Advisors LLC
State Registrations3 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.