PT
CFA
PT
CFA

Paul Tyner

13 Years of Experience
Signal Mountain, TN

Paul Tyner is a CFA-designated registered investment advisor at Tyner Capital Management Investment Counsel, INC., based in Signal Mountain, TN, with 13 years of industry experience. Paul 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 57 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
57 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$227.7M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

This fee schedule is for equity and balanced accounts. Fixed income management fees are: 0.50% of the first $500,000, 0.40% of the next $500,000, and 0.30% of the balance.

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

318 James Boulevard, P.O. Box 369, Signal Mountain, TN, 37377

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tyner Capital Management Investment Counsel, INC.
June 2012 - Present · 13 yrs 11 mos
State Registrations2 states
TNTX
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.
Paul Tyner - Financial Advisor | TrueAdvisor