Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.10% to 1.00% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Fees are calculated based on the average daily market value of assets under management during the prior calendar quarter. Financial planning services are offered for a fixed engagement fee ranging up to $100,000 per year or per engagement. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137
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 Activities
Timothy is a co-trustee for the Barbara T. Fballard Family Trust, a testamentary trust benefitting Clyde Ballard. He dedicates minimal time to this investment-related activity.