Tyler Simones
Tyler Simones is a registered investment advisor at Northwest Quadrant Wealth Management, based in Bend, OR, with 25 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,050 clients with $530M 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Individualized fee schedules may be used at Northwest Quadrant Wealth Management's discretion. Legacy clients may have a different or customized fee schedule. Custom billing for high net worth clients based on aggregated household assets is offered upon firm approval.
Fee Estimator
Location
650 SW Bond St., Suite 250, Bend, OR, 97702
Get directionsHistory
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
Tyler provides investment advisory services through Northwest Quadrant, LLC, dedicating full-time hours to this activity. He also hosts a radio show called Financial Focus as a marketing tool and occasionally helps clients buy life insurance or long-term care insurance.
Employment History
Current Registrations
Northwest Quadrant Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Lincoln Financial Distributors, INC.Broker
Security Distributors, INC.Broker
Westminster Financial Securities, INC.Broker
Pioneer Funds Distributor, INC.Broker
State Registrations1 state
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.