Tyler Kumar is a CFP-designated registered investment advisor at Quotient Wealth Partners, LLC, based in Houston, TX, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,901 clients with $3.5B 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 $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), QWP can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
1980 Post Oak Blvd, Houston, TX, 77056
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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
Quotient Wealth Partners, LLC
Previous Registrations
Bip Alliance, LLC
The Money Advisor Group, LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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