Tyler Schalch is a CFP-designated registered investment advisor at Fpc Investment Advisory, INC., based in Petaluma, CA, with 9 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, High Net Worth, Investment Management, and 1 more. Their firm serves 162 clients with $360M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Annual fee may be up to 1.25% depending on assets under management, scope, and complexity. Fees are negotiable.
Fee Estimator
Location
1465 North Mcdowell Blvd, Suite 170, Petaluma, CA, 94954
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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 →Employment History
Current Registrations
Fpc Investment Advisory, INC.
State Registrations3 states
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