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Tyler Hasty

1 Year of Experience
Sells Insurance

Tyler Hasty is a registered investment advisor at Carsonallaria Wealth Management, LTD., based in Glen Carbon, IL, with 1 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 643 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
643 clients
Average Client Portfolio
$883K average
Assets Under Management
$567.5M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250KIncluded
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3M+0.80%

Fees are negotiable for accounts over $3,000,000. The fee for accounts $0-$250,000 is a fixed fee of $2,875.

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

1 Ginger Creek Meadows Dr, Glen Carbon, IL, 62034

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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 ActivitiesSells Insurance

Tyler is a licensed life and health insurance agent since July 2024. This activity is not investment-related.

Employment History
Current Registrations
Carsonallaria Wealth Management, LTD.
October 2024 - Present · 1 yr 6 mos
State Registrations1 state
IL
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.