Tyler Breder
Advisor at PTM Wealth Management, LLC
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.
Advisor at PTM Wealth Management, LLC
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.
Location
North Wales, PA 19454
Credentials
CFP®, Series 63
Industry experience
9 years
Tyler Breder is a CFP® professional with nine years of experience in the financial services industry. He has worked at PTM Wealth Management, LLC since 2020 and previously held roles at Charles Schwab and The Vanguard Group. PTM Wealth Management is a small, supported registered investment adviser managing approximately $175 million for individual and high-net-worth clients. The firm offers discretionary investment management combined with financial planning, using a long-term investment approach focused on fundamental analysis and primarily employing low-cost mutual funds and ETFs.
Based on PTM Wealth Management, LLC
Fixed fees for financial planning services ranging from $1,500 to $10,000; ongoing financial planning fixed annual fee of $1,200 paid monthly
$0 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.50% annually $4,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually
Insurance commissions earned by licensed advisory persons, separate from advisory fees
$300 per hour for project-based financial planning services
Fee-only: Wealth management and investment management fees; no commissions
1501 Lower State Road, Building D
North Wales, PA 19454
Pennsylvania
PTM Wealth Management, LLC
2020 - Present (6 years)
Charles Schwab
2020 - 2020 (1 year)
The Vanguard Group, Inc.
2015 - 2020 (5 years)
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