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Tyler Pera

12 Years of Experience
Northfield, IL

Tyler Pera is a registered investment advisor at Certitude Advisors, LLC, based in Northfield, IL, with 12 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 93 clients with $86M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
93 clients
Average Client Portfolio
$924K average
Assets Under Management
$86.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable.

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

One Northfield Plaza, Suite 300, Northfield, IL, 60093

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Certitude Advisors, LLC
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Kenilworth Asset Management, LLC
May 2013 - November 2014 · 1 yr 6 mos
State Registrations2 states
ILTN
Advisor

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.