Tyndall Stroud Wealth Management, LLC
Assets Under Management
$54.5M
Number of Clients
154
Number of Advisors
3
Average Client AUM
$354K
AUM per Advisor
$18.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tyndall Stroud Wealth Management, LLC offers personalized financial planning, consulting, and investment advisory services. They provide access to a network of third-party investment advisers (TPAs) and may manage assets with discretion within the AssetMark platform. They also offer pension consulting services and advice on rollovers of retirement plans to IRAs.
Fee Structure
Financial planning and consulting fees are based on a negotiable hourly rate of $300. For selection of other advisers and fee-based management services, the total advisory fee you pay to Tyndall Stroud and the selected TPA will not exceed 2.0% and may be negotiable. The firm generally imposes a minimum account size of $300,000, but this may be waived at their discretion.
Areas of Practice
Location
154-C Beacon Drive, Winterville, NC, 28590