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Alyse Breidenbach

11 Years of Experience
Columbus, OH
BrokerSells Insurance

Alyse Breidenbach is a registered investment advisor at Tcp Asset Management, LLC, based in Columbus, OH, with 11 years of industry experience. Alyse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 2,221 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,221 clients
Average Client Portfolio
$533K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00% for all assets. Fees are generally negotiable. Additional fees apply for specific third-party models or sub-advised portfolios (e.g., 0.15% to 0.40%).

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

481 E Town Street, Columbus, OH, 43215

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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

Alyse is an associate wealth advisor at TCP Asset Management, LLC since 2018. She is also a licensed insurance agent selling non-variable insurance under "Alyse Mullins Independent Insurance" and a retirement specialist with Riley Benefits & Investment Group.

Employment History
Current Registrations
Tcp Asset Management, LLC
January 2018 - Present · 8 yrs 9 mos
United Planners' Financial Services of America a Limited PartnerBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Foresters Financial Services, INC.Broker
October 2014 - January 2018 · 3 yrs 3 mos
State Registrations5 states
CANCNYOHPA
AdvisorBrokerBoth

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.
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