Tyler Rivetti
Tyler Rivetti is a registered investment advisor at Rivetti Investment Services, LLC, based in Thousand Oaks, CA, with 13 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 39 clients with $6.4M 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 $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
Thousand Oaks, CA
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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 ActivitiesSells Insurance
Tyler is the owner of Rivetti Financial Group, LLC, offering fixed insurance products including life, health, disability, and long-term care. This takes about a quarter to over half of Tyler's time, depending on client needs.
Employment History
Current Registrations
Rivetti Investment Services, LLC
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.