Tyler Keenan is a CFP, ChFC-designated registered investment advisor at Fiducia Wealth Management, based in Upper Arlington, OH, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiducia Wealth Management charges an annual fee based on a percentage of the value of your portfolio, billed monthly in arrears. The fee schedule decreases as the amount you invest increases:
- $0 to $800,000 — 1.25% per year
- $800,001 to $2,000,000 — 0.95% per year
- $2,000,001 to $5,000,000 — 0.85% per year
- $5,000,001 to $10,000,000 — 0.75% per year
- $10,000,001 to $20,000,000 — 0.65% per year
- Over $20,000,000 — 0.55% per year
There is no minimum account size required to invest, and fees are generally negotiable.
Location
2939 Kenny Rd, Ste 206, Upper Arlington, OH, 43221
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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
Fiducia Wealth Management
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
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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