Jonathon Tyler is a registered investment advisor at Caleo Capital N.A. LLC, based in Boca Raton, FL. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 119 clients with $110M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable and may vary based on client circumstances. The firm may also charge an annual flat retainer fee up to $25,000 for ongoing services.
Fee Estimator
Location
Boca Raton, FL
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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
Caleo Capital N.A. LLC
State Registrations1 state
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
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