Kyle Tatro
Kyle Tatro is a registered investment advisor at Commonwealth Financial Network, based in Campbell, CA, with 20 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
1999 S. Bascom Ave., Suite #736, Campbell, CA, 95008
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2017Customer Dispute
December 2014Other Business ActivitiesSells Insurance
Kyle sells fixed insurance products, dedicating about 10% of his time to this activity. Kyle also owns Think Financial Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 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.