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Broker Check

Adviser Results

Kyle Hewlett, RIA,has been an adviser for 27 years. In 2004, he began providing 401(k) participants advice to 10 clients in 10 plans. He quickly grew and needed to automate his advice delivery and eZ-Adviser was born. Kyle says "the secret has been EZ Review*. and a 10 minute client reviews on their plan.  I get an average of 4 referral for every 10 reviews".  

 

Results as of January 1, 2017

Total "held away" 401k Assets

$48,521,835

Total rollover 401k Assets in just over 9 years 

$24,393,511
Average Subscriber/Client 401k Assets$229,136
Subscription and fee revenue (including rollover fees)+ $ 275 K
Other Subscriber Assets" discovered via eZ-Review *$3,500,000
Other Spousal Assets" discovered via eZ-Review *$1,200,000
Total 181 Subscribers in 26 Plans7 per plan average
Allocation emails automatically sent (avg 4/year)724
Allocation time per plan (avg 4 mts X 26 plans)1 hour, 7 minutes
Annual Client Contact branded automatic emails1,650
* eZ-Review is a system included in EZA