Tyler Jordan-Taylor
Tyler Jordan-Taylor is a registered investment advisor at Foundations Investment Advisors LLC, based in Minneapolis, MN, with 4 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
2600 S. Wayzata Blvd, Minneapolis, MN, 55405
Get directionsHistory
Regulatory History (6)
Financial
March 2021Financial
November 2020Financial
June 2019Financial
July 2018Financial
May 2017Financial
May 2017Other Business Activities
Tyler owns Husbear Homes LLC, which purchases, renovates, and rents single-family homes, and Husbear Events LLC, which plans events and provides DJ services. Each activity requires a few hours per week.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Brookstone Capital Management LLC
State Registrations1 state
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.