TC

Tyler Vincent Curtis

18 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
312 clients
Average Client Portfolio
$693K average
Assets Under Management
$216.1M

Fee Structure

Minimum Investment:$200K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M0.75%
$1.5M+0.50%

These fees apply to AutoPilot non-discretionary management services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

The Snider Investment Method Online Course is $499. CoPilot is $49.99 per month. AutoPilot fees are tiered based on AUM (see table). Asset Management fees are also tiered based on AUM (see table), with a minimum asset value of $200,000. Chrisilis Investment Management has a flat fee of 0.5% AUM and no minimum asset value. Snider Advisors reserves the right to negotiate individual fee agreements.

Areas of Practice
Investment Management
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Advisor Information

Office location

100 Decker Court, Suite 120, Irving, TX, 75062

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tyler owns and performs operations, marketing, and development work for four investment-related corporations: Track Your Dividends, OptionDash, Chartlog, and TrackMySubs. He spends a few hours per week on each of these ventures.

Employment History
Current Registrations
Snider Advisors
July 2007 - Present · 18 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Tyler Vincent Curtis - Financial Advisor | AdvisorDiscover