TH
TH

Tyler James Hafford

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
796 clients
Average Client Portfolio
$546K average
Assets Under Management
$434.5M

Fee Structure

Minimum Investment:$200K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.60%
$5M+0.40%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,800
Loading...

Location

9 May Street, Bangor, ME, 04401

Get directions

History

Regulatory History
Clean regulatory record

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
Penobscot Financial Advisors
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Morgan Stanley
September 2017 - April 2019 · 1 yr 7 mos
Morgan StanleyBroker
May 2017 - April 2019 · 1 yr 11 mos
State Registrations2 states
METX
Advisor
Exams
No exam information available for this advisor.