Tyler Wynn is a registered investment advisor at Birch Creek Capital, LLC, based in Wynnewood, PA, with 14 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 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
308 E Lancaster Ave, Ste 300, Wynnewood, PA, 19096
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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.
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Tyler is the president of Wynnstay Foundation, a non-profit family foundation, since 2009. He makes investment decisions and handles general monthly operations, dedicating minimal time to this role.
Employment History
Current Registrations
Birch Creek Capital, LLC
State Registrations2 states
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