Faye Sykes
Faye Sykes is a registered investment advisor at Tuttle Wealth Partners LLC, based in Riverside, CT, with 20 years of industry experience. Faye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 582 clients with $75M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $1000.0M | 0.30% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Fees are negotiable based on specific criteria. TWP does charge a minimum advisory fee of 0.15% but does not impose a minimum dollar amount per annum on advisory fees for investors.
Fee Estimator
Location
Riverside, CT
Get directionsHistory
Regulatory History (1)
Regulatory
February 2008Other Business ActivitiesSells Insurance
Faye sells life insurance, health insurance, disability insurance, long-term care insurance, and annuities for multiple carriers, taking about 10-20% of her time. She is also a referral partner for merchant services and the CEO of Social Security Benefit Planners, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Tuttle Wealth Partners LLC
Previous Registrations
Cg Advisory Services
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.