Terry Tyler
Terry Tyler is a registered investment advisor at Royal Fund Management, LLC, based in Lakewood, CO, with 28 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule. An additional 0.25% is charged for the Dividend Enhancement Overlay Strategy. Accounts managed with option strategies have a different fee schedule: $100,000 - $250,000: 2.00%, $250,001 - $500,000: 1.75%, $500,001 and Above: 1.50%. Fees are negotiable.
Fee Estimator
Location
355 South Teller Street, Suite 200, Lakewood, CO, 80226
Get directionsHistory
Regulatory History (2)
Regulatory
June 1998Criminal
September 1974Other Business ActivitiesSells Insurance
Terry is the President and Sole Owner of Durango Capital, Inc. DBA Legacy Retirement Services, where he is involved in asset management, annuity sales, and life insurance sales, dedicating about 10-20% of his time. He is also President of Durango Capital Inc. DBA Durango Capital Investments, focusing on advisory income.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Leonard Financial Group
Royal Fund Management, LLC
Regal Investment Advisors LLC
Synergy Investment Group, LLCBroker
Synergy Investment Group, LLC
American Investment Services
Brookstreet Securities CorporationBroker
Rocky Mountain Securities & Investments, INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Franklin-Lord, INC.Broker
Chatfield Dean & CO., INC.Broker
First Choice Securities CORP.Broker
L.F. Thompson & CompanyBroker
Power Securities CorporationBroker
The Stuart-James Company, INC.Broker
E. J. Pittock & CO., IncorporatedBroker
Genesis Capital CorporationBroker
B. J. Leonard and Company, INC.Broker
First Colorado Investments & Securities, INC.Broker
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.