Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the wrap fee program pay a single annualized fee, based on a percentage of the market value of assets or a flat fee of $3,000, whichever they choose. The percentage-based fee can be 0.5%, 1.0%, 1.5%, or another mutually agreed-upon value, up to a maximum of 2.0% of assets under management, excluding program, product, custodial, or mutual fund fees. Financial planning is also offered on an hourly basis, ranging from $150 to $250 per hour, depending on the tasks or circumstances. Fees are negotiable for special situations. An initial deposit may be required.
Areas of Practice
Advisor Information
Office location
1636 Logan Street, Denver, CO, 80203
Get directionsRegulatory 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 ActivitiesSells Insurance
Timothy is a FINRA arbitrator since 1996, dedicating minimal time annually. He also holds ownership, director, and president positions in several investment-related and non-investment-related companies, including an insurance company, with time commitments varying from minimal to full-time.