TB
TB

Tyler Brewer

5 Years of Experience
Petaluma, CA

Tyler Brewer is a registered investment advisor at Global Retirement Partners LLC, based in Petaluma, CA, with 5 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
24,340 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$143.4B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Petaluma, CA

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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
Global Retirement Partners LLC
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Thrivent Investment Management INC.
June 2022 - March 2023 · 9 mos
Thrivent Investment Management INC.Broker
June 2020 - March 2023 · 2 yrs 9 mos
State Registrations4 states
CAMOORWA
Advisor

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Exams
No exam information available for this advisor.