Tyler Adam Morales
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $500 to $10,000 for full services, depending on complexity. Modular services are billed hourly at $300-$500 per hour. On-going financial planning services range from $500 - $10,000 per year, billed quarterly in advance. Workshops are complimentary. GWMIA may waive the fee for financial planning or consulting services for clients currently receiving asset management services from GWMIA for an asset management fee.
Areas of Practice
Advisor Information
Office location
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301
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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 is a licensed insurance agent with Guerra Financial Group since 2020, dedicating full-time hours to this role. He also owns TCAT Partners LLC, a financial services company, spending a few hours per week on this venture.