Kyle Wills
Advisor at IEQ Capital, LLC
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.
Firm
IEQ Capital, LLC
Location
Foster City, CA 94404
Credentials
Series 66
Industry experience
8 years
About
Kyle Wills is a financial advisor at IEQ Capital, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at IEQ Capital since 2022. His prior experience includes roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC from 2020 to 2022, as well as several positions with North Star Resource Group and affiliated firms between 2017 and 2020. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm employs a centralized macro and manager research process, utilizing independent managers and a mix of liquid and private alternative investments, serving clients generally with net worth at or above $10 million.
Client services
Based on IEQ Capital, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on IEQ Capital, LLC
Private / alternative investments
10b5-1 plan design
Family Business
Retirement plans for business owners (SEP, solo 401k)
Fee options
Management fees may be negotiated as fixed dollar amounts paid quarterly in advance, depending on client complexity
Performance-based fees generally 10% of the excess profits over a stated threshold on certain single-asset investments/vehicles; also private alternative investment funds may charge performance-based fees (IEQ does not receive these)
Account minimum: $10,000,000 Minimum fee: Minimum management fee starting at $6,250 per quarter, though some clients negotiate lower minimums
Location
950 Tower Lane, Suite 1800
Foster City, CA 94404
Most active in
Kyle W has reported serving >5 clients in these states in the last 12 months.
California
Work history
IEQ Capital, LLC
2022 - Present (4 years)
Northwestern Mutual Life Insurance Company
2020 - 2022 (2 years)
Northwestern Mutual Investment Services LLC
2020 - 2022 (2 years)
North Star Resource Group
2017 - 2020 (3 years)
CRI Securities, LLC
2017 - 2020 (3 years)
Securian Financial Services, Inc.
2017 - 2020 (3 years)
Minnesota Life Insurance Co.
2017 - 2020 (3 years)
North Star Resource Group
2017 - 2017 (1 year)
Cosmetic Laser Dermatology
2016 - 2018 (2 years)
Santa Barbara Tennis Club
2015 - 2016 (1 year)
University of California Santa Barbara
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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