Kyle Bakas is a CFP-designated registered investment advisor at Arnold and Mote Wealth Management, based in Hiawatha, IA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 133 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arnold & Mote Wealth Management includes investment management as part of their comprehensive wealth management service. Fees are charged as a flat annual amount based on your needs and financial complexity, and are paid in arrears on a quarterly basis:
- Individuals — $12,000 per year
- Couples — $13,600 per year
Fees may vary depending on factors such as the scope of services provided, complexity of your situation, and the amount of assets managed. There is no account minimum required for wealth management services.
Location
1202 Dina Court, Suite B, Hiawatha, IA, 52233
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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.
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Current Registrations
Arnold and Mote Wealth Management
State Registrations2 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.
Exams
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