Tyler Broek
Tyler Broek is a registered investment advisor at Thepartners Wealth Management, based in Boston, MA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,276 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ThePARTNERS charges an annual fee based on the value of your investments. This fee can be up to 2.99%, depending on the amount you invest, the complexity of services, and your overall relationship with ThePARTNERS. You may also pay a platform fee of up to 0.25% annually for wrap fee program accounts, covering transaction fees and reporting. Additional fees may apply for third-party model providers or outside managers, potentially reaching up to 1% annually.
Location
Boston, MA
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Regulatory History (1)
Criminal
August 2006Other Business ActivitiesSells Insurance
Tyler is a representative for Gordon Wealth Insurance, selling life insurance and annuities since 2020. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Thepartners Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
State Registrations4 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.