Tyler-Stone Wealth Management, LLC
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Overview
Tyler-Stone Wealth Management, LLC is a financial advisory firm headquartered in Beachwood, Ohio. The firm has $390.7 million in total assets over 1,493 customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). Tyler-Stone Wealth Management, LLC has a small group, including 22 financial advisors. Tyler-Stone Wealth Management, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
Tyler-Stone Wealth Management, LLC administers more than half of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell decisions without requiring the client's consent. It also oversees three non-discretionary accounts totaling $352,673 in assets. The firm's typical account size is $261,713. An average advisor at Tyler-Stone Wealth Management, LLC administers around 68 client accounts, placing it towards the middle in terms of personalization.
The company's headquarters is at 3601 Green Road, Beachwood, Ohio 44122. It is legally registered to provide services to investors throughout 14 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tyler-Stone Wealth Management, LLC by the Numbers
$390.7 million
25
1,493
$261.7 thousand
Products and Services
Tyler-Stone Wealth Management, LLC offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. In the last financial year, Tyler-Stone Wealth Management, LLC provided 1-10 of its clients with financial planning services. Tyler-Stone Wealth Management, LLC does not sell products or offer services aside from investment advice to its investment advisory customers. It is affiliated with one or more other companies in the financial services industry, including with an accountant or accounting firm and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees depend on which services are offered. However, fees billed by the company likely include the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, high net worth investors and corporations. Out of its 1,493 customers, Tyler-Stone Wealth Management, LLC's biggest client type is retail investors, but it also serves 64 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients reside abroad.
- High-Net-Worth Individuals* - 5.99%
- Other Individuals - 93.35%
- Corporations - 0.66%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tyler-Stone Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Tyler-Stone Wealth Management, LLC
Eastlake, OH
Beachwood, OH
Beachwood, OH
Eastlake, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
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