Tyler Behnken
Tyler Behnken is a registered investment advisor at Miami Valley Portfolio Management INC, based in Brookville, OH, with 2 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 714 clients with $190M 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 | 2.00% |
The maximum annual fee is 2.0% and is negotiable.
Fee Estimator
Location
475 Arlington Road, Brookville, OH, 45309
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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 works in sales for Miami Valley Portfolio Management, an outside RIA, and spends about 10-20% of his time there. He also sells insurance and fixed annuities through Behnken Financial Services, dedicating about 10-20% of his time, and works as a contractor providing aerial photography and videography services, spending minimal time on this.
Employment History
Current Registrations
Miami Valley Portfolio Management INC
Stonex Securities INC.Broker
Previous Registrations
Stonex Advisors INC.
State Registrations2 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.