Tyler Osterloo
Tyler Osterloo is a registered investment advisor at Xcelsior Advisor Partners LLC, based in Scottsdale, AZ, with 3 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 375 clients with $650M 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 | 1.75% |
Maximum annual fee is 1.75%, which includes third-party management and sub-advisor fees where applicable. Exact fees are set in the client agreement and may be charged as a flat percentage or on a tiered schedule. Fees are negotiable based on portfolio size, household aggregation, and service complexity.
Fee Estimator
Location
14624 Scottsdale Road, Suite 195, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Criminal
March 2012Employment History
Current Registrations
Xcelsior Advisor Partners LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
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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