Alan Tyson is a registered investment advisor at Gulfstream Cm, LLC, based in Summit, NJ, with 9 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 22 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gulfstream CM charges a quarterly investment management fee based on the value of your portfolio. The annual fee ranges from 0.30% to 0.40%. The specific fee is negotiated based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Gulfstream may negotiate fees or waive minimum account sizes. Fees are calculated at the end of each month and paid at the end of each quarter.
Location
450 Springfield Avenue, Suite 204, Summit, NJ, 07901
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Regulatory History
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.
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Alan serves as a director for New Castle Investment Corp. since November 2011 and New Residential Investment Corp since April 2013. These activities require minimal time commitment.
Employment History
Current Registrations
Gulfstream Cm, LLC
Previous Registrations
Gulfstream Cm, LLC
State Registrations3 states
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