Tyler Nagel is a registered investment advisor at Pinnacle Wealth Advisors, based in Clackamas, OR, with 14 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 813 clients with $460M 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 $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with a market value in excess of $7,000,000. Certain clients who have rollover retirement accounts may be subject to fees of up to 1.00% of the market value of their rollover assets.
Fee Estimator
Location
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Tyler is the President and a licensed insurance producer at Financial Techniques, Inc. since 2006, dedicating a few hours per week to this role. He is also a part owner of rental properties through NACOR LLC, spending a few hours per week collecting rent and paying mortgages.
Employment History
Current Registrations
Pinnacle Wealth Advisors
Previous Registrations
Nw Tax & Wealth Advisory Group, INC.
Global Financial Private Capital, LLC
Pacific West Financial Consultant INC
State Registrations2 states
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.