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Tyler Madill

6 Years of Experience
Duluth, MN

Tyler Madill is a registered investment advisor at Maris Wealth Management LLC, based in Duluth, MN, 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 Investment Management, Tax Planning. Their firm serves 33 clients with $1.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$56K average
Assets Under Management
$1.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.40%
$1M+0.90%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Duluth, MN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Maris Wealth Management LLC
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Jmr Financial Group
September 2019 - June 2022 · 2 yrs 9 mos
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.