Tyler-Stone Wealth Management, LLC
Assets Under Management
$598.9M
Number of Clients
1,223
Number of Advisors
20
Average Client AUM
$490K
AUM per Advisor
$29.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tyler-Stone Wealth Management, LLC offers investment management services through the Tyler-Stone MAP, a program developed with LPL Financial's Strategic Wealth Management platform. They provide customized investment programs based on individual goals and objectives, with accounts custodied at LPL Financial. The firm offers both discretionary and non-discretionary management, and clients receive monthly statements and transaction confirmations.
Fee Structure
The maximum annual fee for asset management services is 2.50% of the assets held in the account. The advisory fee is negotiable depending on the market value of the account, asset types, complexity of your portfolio and your financial situation. The annual fee is divided and paid quarterly in advance through a direct debit to your account. There are no minimum investment amounts or conditions required to open an account.
Areas of Practice
Location
3601 Green Road, Suite 100, Beachwood, OH, 44122