Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For traditional securities, the fee is 1.25% on the first $500,000, 1.1% on the next $500,000, 1.0% on the next $1,000,000, and 0.85% on amounts above $2,000,000. For digital securities, the fee is 1% of assets under management. These fees are negotiable. Financial planning and consulting fees are billed hourly, not to exceed $500 per hour. Fees for digital asset consulting are negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
510 L Street, Ste 550, Anchorage, AK, 99501
Get directionsRegulatory History (1)
Customer Dispute
February 2006Other Business Activities
Ty is the Vice President of Lutheran Social Services of Alaska, dedicating minimal time to supporting the board and guiding the investment account. He also co-owns a brewery/restaurant and rental properties, spending minimal time on these activities as well.