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Kye Abraham

45 Years of Experience
Gig Harbor, WA
1 DisclosureBrokerSells Insurance

Kye Abraham is a registered investment advisor at Abraham & CO., INC., based in Gig Harbor, WA, with 45 years of industry experience. Kye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 355 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
355 clients
Average Client Portfolio
$330K average
Assets Under Management
$117.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$250

Abraham & Co. charges an annual fee based on the value of your managed account. The fee is calculated on the average daily balance and billed monthly or quarterly. The rate decreases as your account value increases:

  • $50,000-$250,000: 1.50% per year
  • $250,000-$500,000: 1.25% per year
  • $500,000-$1,500,000: 1.00% per year
  • $1,500,000 - $3 million: 0.90% per year
  • Over $3 million: Negotiated rate
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Location

Gig Harbor, WA

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History

Regulatory History (1)
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Regulatory
November 1987
Final
Other Business ActivitiesSells Insurance

Kye is the President/Chairman of LKA Gold Incorporated, a gold mining company, and the President/Chairman of Abraham Securities Corporation. Kye also works as a licensed insurance agent/producer, using fixed index annuities in retirement planning, and is a General Partner at Caldera Partners LP.

Employment History
Current Registrations
Abraham & CO., INC.
June 2019 - Present · 6 yrs 11 mos
Abraham Securities CorporationBroker
October 1983 - Present · 42 yrs 7 mos
Previous Registrations
Abraham & CO., INC.
March 2000 - August 2019 · 19 yrs 5 mos
Financial Planners Equity CorporationBroker
October 1981 - July 1982 · 9 mos
Private Ledger Financial Services, IncorporatedBroker
October 1979 - November 1981 · 2 yrs 1 mo
State Registrations8 states
CAFLNVORTNTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.