Tyndall Stroud Wealth Management offers personalized investment advisory services, financial planning, consulting, and pension consulting. The firm primarily connects clients with third-party investment managers or platform providers like AssetMark to manage portfolios. Financial planning and consulting are available for a fixed fee based on an hourly rate, covering topics such as retirement, taxes, estate planning, and insurance. The firm also assists with retirement plan rollovers and is affiliated with an insurance agency and a Certified Public Accountant firm, allowing clients access to related services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total advisory fees across the firm and third-party managers will not exceed 2.0% of assets under management. Specific rates vary by platform or third-party manager used.