Tyndall Stroud Wealth Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Tyndall Stroud Wealth Management offers financial planning and consulting services, selection of other advisors, and pension consulting services. They help clients manage their financial resources based on individual needs and goals. They also offer access to a network of third-party investment advisors to manage client portfolios. Tyndall Stroud Wealth Management may receive compensation from these third-party advisors.

Assets Under Management$55M
Clients154
Advisors3
Avg. per Client$350K
Avg. per Advisor$18M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)

Tyndall Stroud Wealth Management does not directly manage client investments. Instead, they connect you with third-party investment advisors who manage your money. The total fee you pay to Tyndall Stroud and the third-party advisor will not exceed 2.0% of your assets and may be negotiable. The fees do not include transaction costs or the fees charged by the investments themselves (like mutual funds).

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Location

3 Advisors at this firm