Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Schaffer is a financial advisor at Ballentine Partners. Kyle is registered with the state of Massachusetts and Florida. Kyle is a Chartered Financial Analyst. Kyle has over 10 years of experience in the industry. Kyle's specialties include financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Kyle serves clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Kyle is a member of the Waltham Family School Board and Investment Committee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
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MA
02/23/2010 - Present
Ballentine Partners (WALTHAM MA)
Active
Inactive
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