Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and can be based on assets under management or a flat annual fee. The maximum annual fee for the programs described in this brochure is 2.80% of the market value of the account, except for AssetMark Wealth Platforms, where the maximum annual fee is 2.00%. Financial planning fees range from $1,000 to $15,000 as a flat fee or $100 to $400 per hour.
Areas of Practice
Advisor Information
Office location
Anderson, SC
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.
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Timothy provides introductions to vendors for a referral fee, dedicating a few hours per week. He is also the CEO/President of Bucks Capital Advisors, a pass-through entity used to open SEP IRAs and manage business expenses.