Tyler Curley
Tyler Curley is a registered investment advisor at Dahring | Cusmano and Associates, based in Novi, MI, with 7 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 733 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dahring | Cusmano charges an annual advisory fee for investment management services, agreed upon with each client. The fee can be a fixed amount or a percentage of the value of your portfolio, up to 2.0% annually. For some clients, a tiered schedule is used, but the percentage for the highest range of your portfolio value applies to all assets. Fees are paid in advance, based on the average daily balance of your accounts during the preceding quarter.
Location
26200 Town Center Dr., Suite 100, Novi, MI, 48375
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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 involved in fixed insurance sales, dedicating a few hours per week to this activity. He also works full-time as registered support staff for Dahring/Cusmano and Associates, focusing on investment sales.
Employment History
Current Registrations
Dahring | Cusmano and Associates
Previous Registrations
Next Financial Group, INC.
Ae Wealth Management, LLC
Brokers Financial
State Registrations1 state
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.