Tyner Capital Management provides portfolio management services, specializing in equity portfolios. They focus on long-term growth by investing in companies with favorable attributes, purchasing shares at prices favorable to the company's financial worth, and seeking companies with high returns on capital, earnings momentum, and cash flow. They develop a financial outline and investment plan with each client, based on their financial circumstances, goals, and risk tolerance.
Assets Under Management$230M
Clients57
Advisors1
Avg. per Client$4M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
This fee schedule is for equity and balanced accounts. Fixed income management fees are: 0.50% of the first $500,000, 0.40% of the next $500,000, and 0.30% of the balance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...