Advisor at Asset Solutions, Inc.
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Firm
Asset Solutions, Inc.
Location
Littleton, CO 80123
Credentials
CFP®, Series 66
Industry experience
15 years
Tyler Richey is a CFP® and holds a Series 66 license, with 15 years of experience in financial advising. He is affiliated with Asset Solutions, Inc., where he works as part of a four-advisor team based in Littleton, CO. Prior to and concurrently, he has been associated with Geneos Wealth Management since 2007. Asset Solutions, Inc. manages approximately $89 million for around 285 clients, serving individuals, including high-net-worth clients, trusts, and estates. The firm focuses on financial planning and asset management using a combination of fundamental and technical analysis, and it is known for its seminar practice addressing pre-retirement planning and benefits selection for federal government employee groups.
Based on Asset Solutions, Inc.
Based on Asset Solutions, Inc.
Based on Asset Solutions, Inc.
$0 - $100,000: 1.25% $100,001 - $200,001: 1.15% $200,001 - $300,000: 1.05% $300,001 - $400,000: 0.95% $400,001 - $500,000: 0.85% $500,001 - $600,000: 0.75% $600,001 - $700,000: 0.65% $700,001 - $800,000: 0.55% $800,001+: 0.45%
Advisory representatives are dually registered and may receive commissions for securities and insurance products through Gĕneos Wealth Management, Inc.
Hourly fees up to $150 per hour; $75 per hour for computer and administrative work
Minimum fee: Fixed fee ranges from $250 to $750 for planning services Fee-only: Financial planning fees are negotiable; fixed fees from $250 to $750; hourly fees $75 to $150 per hour
8441 West Bowles Ave, Susite #225
Littleton, CO 80123
Colorado · Florida · Texas
Geneos Wealth Management
2007 - Present (19 years)
Asset Solutions Inc
2007 - Present (19 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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