Kyle Mannion is a registered investment advisor at Mannion Money Advisory, based in Marlborough, 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 Financial Planning & Coaching, Investment 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
The discount mechanism references the 30-Day Average Secured Overnight Financing Rate (SOFR) as of the final day of the billing month and the cumulative number of calendar years in which the client has made qualifying deposits to discretionary portfolios managed by the Firm—qualified as net deposits greater than or equal to the combined annual contribution limits of tax-advantaged accounts relevant to the client’s objectives for those respective years. The resulting discount factor varies monthly, while the effective annualized portfolio management rate is always capped at a maximum of 1%.
Fee Estimator
Location
67 Forest St, Ste 350-08, Marlborough, MA, 01752
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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 Activities
Kyle works as an Accounts Payable Manager for 3 Step Sports LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Mannion Money Advisory
State Registrations1 state
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