Allen Tyndall
Allen Tyndall is a registered investment advisor at Seaside Wealth Advisors LLC, based in Wilmington, NC, with 13 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 472 clients with $100M 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 | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
6209 Oleander Dr, Suite 102, Wilmington, NC, 28403
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
Allen is involved in various business activities, including real estate investments and a bike shop. He also offers life, disability, and long-term care insurance to clients, dedicating about 10-20% of his time to insurance production.
Employment History
Current Registrations
Seaside Wealth Advisors LLC
Previous Registrations
Eagles Coast Wealth Management, LLC
Eagles Coast Capital, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.