TB
TB

Ty Buckelew

13 Years of Experience
Hudson, NY
1 Disclosure

Ty Buckelew is a registered investment advisor at Arrowpoint Asset Advisors, LLC, based in Hudson, NY, with 13 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.85%

Fees are generally negotiable. If a portion of a client’s portfolio is invested in a proprietary strategy, that portion will be subject to an assets-under-management fee specific to the strategy, in addition to the fee schedule described above.

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

Location

Hudson, NY

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2023
Settled
Employment History
Current Registrations
Arrowpoint Asset Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
Watts Capital Partners LLC
June 2023 - December 2025 · 2 yrs 6 mos
Watts Capital Partners LLC
January 2018 - December 2022 · 4 yrs 11 mos
Edward Jones
November 2013 - October 2017 · 3 yrs 11 mos
Edward JonesBroker
October 2013 - October 2017 · 4 yrs
Morgan Keegan & Company, INC.Broker
April 1997 - June 1999 · 2 yrs 2 mos
State Registrations1 state
NY
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.
Ty Buckelew - Financial Advisor | TrueAdvisor