Tyler Ares is a registered investment advisor at Fresh Bread Investments, LLC, based in Weston, FL, with 18 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 23 clients with $39M 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 $500K | 1.65% |
| $500K - $5.0M | 1.35% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $100.0M | 0.65% |
| $100.0M - $500.0M | 0.45% |
| $500M+ | 0.30% |
For clients with assets under management of less than $100,000, Fresh Bread Investments has a minimum monthly fee of $90 plus a $200 initial engagement fee. This total annual fee will never exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
1555 Bonaventure Blvd., Suite 1010, Weston, FL, 33326
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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 →Employment History
Current Registrations
Fresh Bread Investments, LLC
Previous Registrations
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLCBroker
Aegis Capital CORP.
Aegis Capital CORP.Broker
Joseph Gunnar & CO. LLCBroker
Assent LLCBroker
E*trade Securities LLCBroker
Echotrade LLCBroker
Gunnallen Financial, INCBroker
State Registrations4 states
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