Tyler Gilberg
Tyler Gilberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glendale, AZ, with 16 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
18275 N 59th Ave Bldg N, Suite 184, Glendale, AZ, 85308
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Other Business Activities
Tyler is an associate/employee at Capital Wealth Partners and the CEO of Gilberg Wealth Management, where he acts as a financial advisor to individual clients. He dedicates about half his time to Capital Wealth Partners and nearly full-time to Gilberg Wealth Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations48 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.
Exams
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