Advisor at Dirigo Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dirigo Private Wealth
Location
Nashville, TN 37209
Credentials
CFP®, Series 66
Industry experience
13 years
Tyler Beaudoin is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Dirigo Private Wealth. His prior roles include positions at Wells Fargo Clearing Services and Morgan Stanley Private Bank. Dirigo Private Wealth is an independent advisory firm that offers discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and retirement plans. The firm customizes portfolios using client-specific asset allocation and combines fundamental and technical analysis, generally favoring longer-term holdings while allowing shorter-term trades for rebalancing or client needs. It also hosts educational seminars and events for clients and the public.
Based on Dirigo Private Wealth
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001+: Negotiable
Compensation for purchase of annuity products as determined by the issuing company; DPW does not receive commissions for securities transactions except annuities
Monthly retainer fees for stand alone financial planning services, amount determined case-by-case
Fee-only: Stand alone financial planning fees charged as a one-time fee or monthly retainer, amount determined on case-by-case basis
7501 Oak Haven Trace
Nashville, TN 37209
Louisiana · Tennessee
Dirigo Private Wealth
2022 - Present (4 years)
Wells Fargo Clearing
2019 - 2022 (3 years)
Morgan Stanley Private Bank, National Association
2015 - 2019 (4 years)
Morgan Stanley Smith Barney
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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