Tyler Kocon
Tyler Kocon is a registered investment advisor at Split Rock Private Trading and Wealth Management LLC, based in Cloquet, MN, with 15 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 998 clients with $360M 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 $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
105 Arch St, Cloquet, MN, 55720
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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 Activities
Tyler is a co-member of Cool and Kocon Real Estate Holdings LLC, through which he collects rental income. He is also the Vice-President of Blacklist Brewing Co., dedicating about 10-20% of his time to business analysis and overseeing financials.
Employment History
Current Registrations
Split Rock Private Trading and Wealth Management LLC
State Registrations2 states
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