Tyler Tognarine
Tyler Tognarine is a registered investment advisor at LPL Enterprise, LLC, based in Naples, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
1575 Pine Ridge Road, Unit 8, Naples, FL, 34109
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Regulatory History (1)
Customer Dispute
January 2023Other Business ActivitiesSells Insurance
Tyler helps provide clients with property and casualty insurance through the Sharon Brimmer Agency, dedicating about a quarter of his time. He also records live stats for sports games at Florida Southwestern State College, spending minimal time on this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations19 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.