Tyler Purcell is a registered investment advisor at Balance Wealth, based in Liberty Township, OH, with 12 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, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 557 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balance Wealth Partners' fees for managing your investments typically range from 0.40% to 1.20% of the value of your portfolio each year. The specific fee schedule is negotiable. The fee is charged monthly, in advance. The firm may use tiered, cliff, or flat fee schedules.
Location
7100 Foundry Row, Suite 288-60, Liberty Township, OH, 45069
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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 →Other Business Activities
Tyler owns The Laundry Spot LLC, a laundromat, since 2019. He spends a few hours per week on this non-investment related activity and has no day-to-day operations.
Employment History
Current Registrations
Balance Wealth
Previous Registrations
Kiplinger Wealth Advisors
Securities America, INC.Broker
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.