Tyndall Stroud Wealth Management, LLC

Assets Under Management

$54.5M

Number of Clients

154

Number of Advisors

3

Average Client AUM

$354K

AUM per Advisor

$18.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Tyndall Stroud Wealth Management, LLC offers personalized financial planning, consulting, selection of other advisers, and pension consulting services. They may recommend rollovers to IRAs managed through third-party advisers. The firm uses fundamental analysis and long-term purchase strategies. They have a minimum account size of $300,000, which may be waived.

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Loading...
Location

154-C Beacon Drive, Winterville, NC, 28590

3 Advisors at this firm