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 $1.0M | 1.70% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning services are offered based on a flat fee between $299 and $2,000, depending on the complexity of the client's situation. TI may utilize third-party money managers and receive a solicitor fee, which is a portion of the advisory fee paid to the third-party manager. The client will not pay additional advisory fees to the third-party money manager for these services.
Areas of Practice
Advisor Information
Office location
745 Community Drive, Suite E, North Liberty, IA, 52317
Get directionsRegulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Michael owns Tryon Enterprises, an insurance business focused on life, accident, and health insurance, dedicating a few hours per week. He also owns Tryon Investments, LLC, a registered investment advisor in Iowa, spending about a quarter of his time on this.