Kyle Holland is a registered investment advisor at Legacy Financial Advisors, based in Saint Simons Island, GA, 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, Investment Management, Retirement Planning. Their firm serves 216 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Financial Advisors charges a percentage of the value of your portfolio for investment management. The fee is calculated based on the different investment models used and how your assets are allocated among them. The maximum annual advisory fee is 1.50%.
Location
Saint Simons Island, GA
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 Activities
Kyle is a member/owner of Cloverfield Group LLC, a business/project consulting firm, since 2017. He spends a few hours per week providing strategic and technical advice to businesses.
Employment History
Current Registrations
Legacy Financial Advisors
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.