Tyler Winkleman is a registered investment advisor at Catalyze Wealth Management, based in Carmel, IN, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 38 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The AUM fee of 0.5% is charged when Portfolio Management Services are available with Financial Planning Services. For standalone investment management services, without financial planning, the Firm generally charges 1% annually.
Fee Estimator
Location
550 Congressional Blvd., Suite 350, Carmel, IN, 46032
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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 owns and operates The Law Office of Tyler J. Winkleman, a law firm providing legal services to small businesses and families, which takes about 10% of his time. Tyler is also employed as Assistant Counsel at DFAS, taking about half of his time.
Employment History
Current Registrations
Catalyze Wealth Management
State Registrations1 state
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