TM
TM

Tyson Mcdonald

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningReal Estate InvestingDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
794 clients
Average Client Portfolio
$463K average
Assets Under Management
$367.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M1.00%
$2M+0.90%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3350 S. 15th E., Idaho Falls, ID, 83406

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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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Other Business Activities

Tyson is an employee of Edge Financial Group, LLC, providing accounting, bookkeeping, and tax preparation services. This takes about half of Tyson's time and he receives a salary for these services.

Employment History
Current Registrations
Oak Lane Advisors
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.