Kyle Mcdevitt is a registered investment advisor at Chilmark Wealth Management LLC, based in Concord, MA. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 45 clients with $89M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Concord, MA
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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 provides tax preparation services, dedicating a significant portion of his time to this activity during tax season. He also works as a project manager for commercial real estate development projects.
Employment History
Current Registrations
Chilmark Wealth Management LLC
State Registrations4 states
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