Tyler Stearns
Tyler Stearns is a CFP-designated registered investment advisor at Castle Coast Wealth, LLC, based in La Jolla, CA, with 10 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 306 clients with $420M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
This is a blended fee schedule.
Fee Estimator
Location
4225 Executive Square, Suite 1030, La Jolla, CA, 92037
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 is an independent insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Castle Coast Wealth, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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