Kyle Goupille is a CFP-designated registered investment advisor at Oldfield Wealth Partners, based in Bangor, ME, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 93 clients with $110M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are generally negotiable for accounts of $10,000,000 and up.
Fee Estimator
Location
77 Exchange St., Suite 302, Bangor, ME, 04401
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 works as a Client Service Representative at Thompson Financial Group, selling various insurance products including life insurance, annuities, and disability income insurance. This activity is investment-related and takes nearly all of Kyle's time.
Employment History
Current Registrations
Oldfield Wealth Partners
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
State Registrations1 state
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.
Exams
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