Tyler Koepf is a registered investment advisor at M. Thomas Capital Management, based in Chagrin Falls, OH, with 6 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 38 clients with $7M 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 $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Chagrin Falls, OH
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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 →Other Business Activities
Tyler volunteers for the Foundation for Geauga Parks, reviewing meeting materials and providing opinions on investment allocation, dedicating minimal time. Tyler also has inactive licenses as an accountant and a lawyer, but will not be offering these services to clients.
Employment History
Current Registrations
M. Thomas Capital Management
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
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.