Advisor at Tweet Management Services, Inc.
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Firm
Tweet Management Services, Inc.
Location
La Mesa, CA 91942
Credentials
ChFC®, Series 66
Industry experience
24 years
Kyle Tweet is a financial advisor with Tweet Management Services, Inc. in La Mesa, CA. He holds the ChFC® designation and Series 66 license, and has 24 years of industry experience. He has been with Tweet Management Services since 2011. Tweet Management Services is a small registered investment adviser serving individuals, families—including some high-net-worth clients—as well as businesses, charities, and small pension plans. The firm provides comprehensive financial planning and portfolio management using a non-discretionary approach that combines fundamental and technical analysis.
Based on Tweet Management Services, Inc.
$0 - $300,000: No AUM fee; $300 monthly fee $300,000+: 1.5% annually
$500 per hour for financial planning or consulting services
Ongoing financial advisory services at $300 per month for accounts under $300,000
Account minimum: $300,000 Minimum fee: $300 per month for accounts under $300,000 Fee-only: Financial planning consulting services at $500 per hour
5480 Baltimore Dr. #206
La Mesa, CA 91942
California
Tweet Management Services
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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