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Tyler Toles
7 Years of Experience
Tallahassee, FL
1 DisclosureBroker
Tyler Toles is a registered investment advisor at Charles Schwab & CO., INC., based in Tallahassee, FL, 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 Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
909 East Park Avenue, Suite D-1, Tallahassee, FL, 32301
Get directionsHistory
Regulatory History (1)
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Financial
March 2020Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
September 2022 - Present · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
August 2022 - August 2022 · 0 mos
Cetera Investment Services LLCBroker
July 2022 - August 2022 · 1 mo
Hancock Whitney Investment Services INC.
October 2021 - August 2022 · 10 mos
Hancock Whitney Investment Services INC.Broker
October 2021 - August 2022 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2020 - October 2021 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2020 - October 2021 · 1 yr 7 mos
Edward Jones
May 2018 - February 2020 · 1 yr 9 mos
Edward JonesBroker
April 2018 - February 2020 · 1 yr 10 mos
State Registrations19 states
ALCACTDCFLGAILKYMAMINCNVNYSCTNTXVAVTWA
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.