Derek Michael Kyler
Advisor at Coyle — Glenview, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Glenview, IL 60026
Coyle
Team
Derek Kyler is a financial advisor at Coyle with a Series 65 designation and two years of industry experience. His prior roles include positions at the DeKalb Park District and the Katz Graduate School of Business at the University of Pittsburgh. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by providing discretionary and non-discretionary asset management, financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction and employs fundamental, quantitative, optimization, and technical research methods to align investments with client goals and risk tolerance.
Based on Coyle
Based on Coyle
Project-based one-time fees mutually agreed upon with client
$0 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.90% $10,000,000 - $20,000,000: 0.60% $20,000,000 - $50,000,000: 0.50% $50,000,000+: Negotiable
Financial Assessment Fees billed in advance: $5,000 (net worth < $5M), $10,000 ($5-$25M), $25,000 (over $25M)
Monthly subscription fees ranging from $50 to $150 per month, billed in advance
Account minimum: $800,000 Minimum fee: Minimum annual fee of $10,000 (may be waived at firm's discretion) Fee-only: Yes, fees based on asset management and other specified fee arrangements; no commissions charged by Coyle
Glenview, IL
2700 Patriot Blvd., Suite 440
Glenview IL 60026
Advisors at this office
9
Illinois
2 years of industry experience
Coyle Financial Counsel
2023 - Present • 3 years
Glenview, IL
DeKalb Park District
2023 - 2023 • 1 year
Dekalb, IL
Katz Graduate School of Business - University of Pittsburgh
2022 - 2023 • 1 year
Pittsburgh, PA
DeKalb Park District
2022 - 2022 • 1 year
Dekalb, IL
UnEmployed
2021 - 2022 • 1 year
Dekalb, IL
Dartmouth College
2017 - 2021 • 4 years
Hanover, NH
DeKalb High School
2013 - 2017 • 4 years
Dekalb, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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