Kyle Akers
Advisor at Modern Wealth Management, LLC
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.
Advisor at Modern Wealth Management, LLC
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.
Location
Troy, MI 48085
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Kyle Akers is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Modern Wealth Management, LLC and has held roles at Barber Financial Group, Mutual Securities, and Osiwala & Associates Strategic Investment Services. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services including discretionary investment management, tax and estate planning, and insurance solutions.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Flat fees for estate planning document preparation and funding services, ranging from $500 to $15,000
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Financial planning fee ranges from $2,500 to $10,000 for standalone plans
Account minimum: $250,000
990 E South Blvd., Suite 100
Troy, MI 48085
Michigan
Modern Wealth Management, LLC
2023 - Present (3 years)
Barber Financial Group, Llc.
2017 - Present (9 years)
Mutual Securities, Inc.
2017 - Present (9 years)
Osiwala & Associates Strategic Investment Services, Inc.
2016 - 2023 (7 years)
Osiwala Financial Group, LLC
2015 - Present (11 years)
National Planning Corporation
2015 - 2017 (2 years)
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
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration 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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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