Keith Tyner is a registered investment advisor at Gimbal Financial, LLC, based in Carmel, IN, with 39 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 388 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees can be negotiated between Gimbal and the client for accounts over $5,000,000.
Fee Estimator
Location
620 N. Rangeline Road, Carmel, IN, 46032
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith operates under the DBA Gimbal Financial for his LPL business and is a Registered Investment Advisor through Gimbal Financial, LLC, focusing on financial planning and asset management, taking about half of Keith's time. He also sells non-variable insurance and owns a real estate rental business, dedicating minimal time to each.
Employment History
Current Registrations
Gimbal Financial, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Isu Securities, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.