Caleb Tyner is a registered investment advisor at Gimbal Financial, LLC, based in Carmel, IN. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 388 clients with $290M 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 $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees can be negotiated between Gimbal and the client for accounts over $5,000,000.
Fee Estimator
Location
620 N. Rangeline Road, Carmel, IN, 46032
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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 →Employment History
Current Registrations
Gimbal Financial, LLC
State Registrations1 state
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