Tyler Keenan is a CFP, ChFC-designated registered investment advisor at Fiducia Wealth Management, based in Upper Arlington, OH, with 6 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $36M 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 $800K | 1.25% |
| $800K - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Fees are generally negotiable.
Fee Estimator
Location
2939 Kenny Rd, Ste 206, Upper Arlington, OH, 43221
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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 →Employment History
Current Registrations
Fiducia Wealth Management
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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