Tyler Sass is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Germantown, WI, with 9 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
W188N9820 Appleton Ave, Germantown, WI, 53022
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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 Activities
Tyler is an affiliated streamer on Twitch under the channel Brewers2October, where he live streams video games. He dedicates minimal time to this activity and earns revenue through subscriptions, tips, and ads.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Harbour Investments, INC.
Harbour Investments, INC.Broker
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
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.
Exams
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