Tyler Johnson is a registered investment advisor at Wealth Advisors Nw, based in Portland, OR, with 11 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 304 clients with $350M 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 $600K | Included |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
For portfolios under $600,000, there is a flat annual fee of $6,000.
Fee Estimator
Location
9400 SW Barnes Rd., Suite 309, Portland, OR, 97225
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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 officiates sporting events, dedicating about 10-20% of his time during the season. He also owns a travel agency, D & T Cruises, spending about 10-20% of his time selling cruises primarily to friends and family.
Employment History
Current Registrations
Wealth Advisors Nw
Previous Registrations
Roi Financial
State Registrations3 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.