Tyler Dahl is a registered investment advisor at We Alliance Wealth Advisors, INC., based in Roseville, CA, with 11 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 327 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are generally negotiable. Firm also manages Separately Managed Accounts (SMAs) with fees of 0.20% or 0.35% depending on the specific SMA.
Fee Estimator
Location
3001 Douglas Blvd, Ste. 142, Roseville, CA, 95661
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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 is the owner and president of Dahl Law Group, an estate and trust planning/business law firm, since 2014. This activity is not investment-related and takes nearly full-time.