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 $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $300K | 1.05% |
| $300K - $400K | 0.95% |
| $400K - $500K | 0.85% |
| $500K - $600K | 0.75% |
| $600K - $700K | 0.65% |
| $700K - $800K | 0.55% |
| $800K+ | 0.45% |
Asset Solutions aggregates or households all of your managed accounts together to determine your quarterly fee. The above fee schedule is a blended fee schedule so that an account is charged a fee at each threshold.
Fee Estimator
Financial planning fees are negotiable, with hourly rates up to $150/hour and fixed fees ranging from $250 to $750. Asset management fees are based on a percentage of assets under management, as detailed in the fee table. These fees are calculated quarterly. Clients also pay transaction fees, custodial fees, and fund management fees. Fees are negotiable. Seminars are offered with fees up to $7,000.
Areas of Practice
Advisor Information
Office location
8441 West Bowles Ave, Susite #225, Littleton, CO, 80123
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tyler works under Asset Solutions Inc and is an independent representative with various insurance carriers for fixed insurance business.