TS
CFP
TS
CFP

Ty Schommer

26 Years of Experience
1 Disclosure

Ty Schommer is a CFP-designated registered investment advisor at Arbor Capital Management INC, based in Anchorage, AK, with 26 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 476 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
476 clients
Average Client Portfolio
$731K average
Assets Under Management
$348.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.85%

Fees are for traditional securities. Fees for digital securities are 1% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

510 L Street, Ste 550, Anchorage, AK, 99501

Get directions

History

Regulatory History (1)
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Customer Dispute
February 2006
Denied
Other Business Activities

Ty is the Vice President of Lutheran Social Services of Alaska, dedicating minimal time to supporting the board and guiding the investment account. He also co-owns a brewery/restaurant and rental properties, spending minimal time on these activities as well.

Employment History
Current Registrations
Arbor Capital Management INC
February 2013 - Present · 13 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - February 2013 · 5 yrs 1 mo
A. G. Edwards & Sons, INC.
October 2006 - January 2008 · 1 yr 3 mos
Morgan Stanley
January 1999 - May 2006 · 7 yrs 4 mos
State Registrations3 states
AKTXWA
Advisor

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.

Exams
No exam information available for this advisor.