CT
CFP
CT
CFP

Christian Tyler

10 Years of Experience
Columbia, SC
Sells Insurance

Christian Tyler is a CFP-designated registered investment advisor at Pendleton Street Advisors, LLC, based in Columbia, SC, with 10 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $83M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
54 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$83.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.95%
$500K - $2.0M1.25%
$2M+1.00%

Fees are negotiable. Minimum portfolio value is $500,000. Minimum annual fee per household is $7,500.

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

1100 Shirley Street, Columbia, SC, 29205

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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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Other Business ActivitiesSells Insurance

Christian is licensed to sell insurance in South Carolina, dedicating minimal time to this activity. He may recommend the purchase of insurance products where he would receive a commission, but clients will be notified in advance.

Employment History
Current Registrations
Pendleton Street Advisors, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Apollon Wealth Management, LLC
October 2023 - April 2024 · 6 mos
Prudeo Partners, LLC
August 2018 - September 2023 · 5 yrs 1 mo
Independent Advisor Alliance, LLC
March 2014 - August 2016 · 2 yrs 5 mos
LPL Financial LLCBroker
December 2013 - September 2016 · 2 yrs 9 mos
State Registrations1 state
SC
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.