Tyler Mehlhorn
Tyler Mehlhorn is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Phoenix, AZ, with 20 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2423 E Lincoln Drive, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Criminal
September 2000Other Business Activities
Tyler is a YouTuber and blogger through TC Squared, LLC, posting project and agricultural videos. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations29 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.