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Brock Hyde

Advisor at Hyline Wealth

Updated today
Hyline Wealth logo

Firm

Hyline Wealth

Location

Sioux Falls, SD 57104

Credentials

Series 66

Industry experience

24 years

About

Brock Hyde is the sole advisor at Hyline Wealth with 24 years of industry experience. He holds a Series 66 designation and has been with Hyline Wealth Solutions, LLC since 2010. In addition to his advisory role, he is an independent insurance agent and an author of financial-related books and e-books. Hyline Wealth provides portfolio management, financial planning, investment analysis, and retirement plan consulting to individuals, employer, and institutional clients. The firm employs a range of investment strategies across various securities and offers discretionary account management with regular reviews and rebalancing, while also providing retirement plan consulting services that include ERISA fiduciary responsibilities.

Client services

Based on Hyline Wealth

Financial planning Portfolio management Pension consulting

Expertise

Based on Hyline Wealth

Retirement income strategy Social Security optimization Options & derivatives strategies Cash flow / budgeting

Fee options

Fixed

Flat fees for ongoing financial planning and consulting services, minimum annual $1,200; one-time flat fees for planning, analysis, or consulting

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually Over $2,000,000+: 0.50% annually

Project-based

Hourly rates range from $150 to $250 per hour depending on scope and complexity

Other

Account minimum: $1,200 (minimum annual fee) Minimum fee: Minimum annual fee of $1,200, typically billed monthly at $100/month or quarterly at $300/quarter Fee-only: Flat fees for financial planning, investment analysis, and consulting services; ongoing flat fee minimum $1,200/year, one-time fees also charged; hourly rates $150-$250/hour

Location

221 S Phillips Ave, Suite 207

Sioux Falls, SD 57104

Most active in

Iowa · Minnesota · South Dakota · Texas

Work history

Hyline Wealth Solutions, LLC

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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