Tyler Kanne
Tyler Kanne is a registered investment advisor at Convergence Advisory Group, based in Omaha, NE, with 12 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, Investment Management, Retirement Planning. Their firm serves 203 clients with $90M 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 $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.5M | 0.55% |
| $2.5M - $3.5M | 0.45% |
| $3.5M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are for Strategic Management Portfolio without Retirement Income Plan. With Retirement Income Plan, fees are: $0 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $3,500,000: 0.70% $3,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001 – and up: 0.40% Bond & CD Ladder Accounts are billed at the lower of the above fee or 0.60%. All fees are negotiable.
Fee Estimator
Location
12020 Shamrock Plaza, Suite 100, Omaha, NE, 68154
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 insurance agent since 2014, dedicating a few hours per week to insurance sales. He also works full-time as an IAR at Convergence Wealth and volunteers about 10-20% of his time as a financial educator.
Employment History
Current Registrations
Convergence Advisory Group
Previous Registrations
Continuum Financial
Securities America, INC.Broker
MML Investors Services, LLCBroker
State Registrations1 state
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