Tyler Birch is a registered investment advisor at Lightcap Financial Group, LLC, based in San Diego, CA. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 71 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lightcap Financial Group offers two investment management services:
- Asset Management: The maximum annual fee is 1.20% of the value of your investments.
- Comprehensive Portfolio Management: The maximum annual fee is 1.20% of the value of your investments. This service includes both asset management and financial planning.
Fees are negotiable and deducted from your account monthly.
Location
2869 Historic Decatur Rd., San Diego, CA, 92106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lightcap Financial Group, LLC
State Registrations1 state
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