Tyler Schelhaas
Tyler Schelhaas is a CFP-designated registered investment advisor at Gambit Capital Management, LLC, based in Franklin, TN, with 19 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $100M 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 $3.0M | 1.00% |
| $3M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Franklin, TN
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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 ActivitiesSells Insurance
Tyler is a risk manager for a hog and row crop operation, dedicating about a quarter of his time. He also has several investment-related activities and is involved with a property/casualty and crop/livestock insurance company, spending minimal time on these insurance-related activities.
Employment History
Current Registrations
Gambit Capital Management, LLC
Previous Registrations
Vector Wealth Management
Charles Schwab & CO., INC.
Princor Financial Services Corporation
State Registrations6 states
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.