KylesHill Financial Planning provides financial planning and investment advisory services. KylesHill helps clients with retirement planning, cash flow, insurance, business planning, estate planning, and investment management. As a fee-only firm, KylesHill Financial Planning is paid only by clients and does not receive commissions.
Assets Under Management$87M
Clients43
Advisors1
Avg. per Client$2M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.75% |
| $750K - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fees may be negotiable but will not be greater than the schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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