TC
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Tyler Curley

7 Years of Experience
Novi, MI
Sells Insurance

Tyler Curley is a registered investment advisor at Dahring | Cusmano and Associates, based in Novi, MI, with 7 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 884 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
884 clients
Average Client Portfolio
$884K average
Assets Under Management
$781.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.5M2.00%
$2.5M - $5.0M2.00%
$5M+2.00%

The advisory fee percentage charged may be up to 2.0% annually. The firm uses a tiered schedule where the highest tier reached applies to all assets. Fees are negotiable.

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

26200 Town Center Dr., Suite 100, Novi, MI, 48375

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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

Tyler is involved in fixed insurance sales, dedicating a few hours per week to this activity. He also works full-time as registered support staff for Dahring/Cusmano and Associates, focusing on investment sales.

Employment History
Current Registrations
Dahring | Cusmano and Associates
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Next Financial Group, INC.
May 2021 - March 2025 · 3 yrs 10 mos
Ae Wealth Management, LLC
July 2019 - June 2020 · 11 mos
Brokers Financial
November 2017 - June 2018 · 7 mos
State Registrations1 state
MI
Advisor

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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