Tyler Graffeo
Tyler Graffeo is a registered investment advisor at Dove Investment Research and Management, INC., based in Irvine, CA, with 2 years of industry experience. Tyler 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, Investment Management, and 1 more. Their firm serves 173 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dove Investment Research & Management charges a percentage of the assets they manage for portfolio management services. The maximum annual management fee is 2.00%, but this fee is negotiable based on factors like the amount of assets being managed and the time spent servicing the relationship. This fee does not include brokerage commissions or other related costs. They also offer access to LPL Financial advisory programs with fees ranging up to 2.65%. For participant account management services, they charge a maximum of 1.50% annually, also negotiable.
Location
100 Pacifica, Suite 370, Irvine, CA, 92618
Get directionsHistory
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 operates Dove Investments as a DBA for his LPL business, dedicating a significant amount of time to it. He also provides investment advisory services through Dove Investment Research and Management, Inc., spending full-time hours on this activity.
Employment History
Current Registrations
Dove Investment Research and Management, INC.
LPL Financial 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.