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Adam Tyler

18 Years of Experience
St. Johns, MI
1 DisclosureBroker

Adam Tyler is a registered investment advisor at Fifth Third Securities, INC., based in St. Johns, MI, with 18 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1009 advisors
Number of Clients
47,014 clients
Average Client Portfolio
$232K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. Maximum fee is 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1204 South Us 27, St. Johns, MI, 48879

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History

Regulatory History (1)
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Customer Dispute
April 2022
Denied
Other Business Activities

Adam owns rental property in Sarasota, Florida, as a landlord. He spends minimal time on this activity, and it does not interfere with his duties at the firm.

Employment History
Current Registrations
Fifth Third Securities, INC.
June 2010 - Present · 16 yrs 4 mos
Fifth Third Securities, INC.Broker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Signator Investors, INC.
May 2009 - May 2010 · 1 yr
Signator Investors, INC.Broker
February 2009 - May 2010 · 1 yr 3 mos
Securian Financial Services, INC.Broker
March 2008 - December 2008 · 9 mos
State Registrations25 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.