Tyler Richey
Tyler Richey is a CFP-designated registered investment advisor at Asset Solutions, INC., based in Littleton, CO, with 15 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 285 clients with $89M 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 $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $300K | 1.05% |
| $300K - $400K | 0.95% |
| $400K - $500K | 0.85% |
| $500K - $600K | 0.75% |
| $600K - $700K | 0.65% |
| $700K - $800K | 0.55% |
| $800K+ | 0.45% |
Asset Solutions aggregates or households all of your managed accounts together to determine your quarterly fee. The above fee schedule is a blended fee schedule so that an account is charged a fee at each threshold.
Fee Estimator
Location
8441 West Bowles Ave, Susite #225, Littleton, CO, 80123
Get directionsHistory
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 works under Asset Solutions Inc and is an independent representative with various insurance carriers for fixed insurance business.
Employment History
Current Registrations
Asset Solutions, INC.
Geneos Wealth Management, INC.Broker
State Registrations5 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.