Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.25% to 1.75% annually, depending on assets managed, service complexity, client investment phase, and overall relationship. Fees are paid quarterly in advance, based on the prior quarter's market value. Financial planning is offered on an hourly basis (up to $350/hour) or a fixed fee, negotiated based on estimated hours. Fees may be negotiable at the Advisor's discretion.
Areas of Practice
Advisor Information
Office location
30 Tower Lane, Suite 140, Avon, CT, 06001
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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 involved in several business activities, including DBAs for LPL business, providing investment advisory services through Paradigm Wealth Advisory LLC (taking nearly full-time), and tax preparation through Paradigm Tax Solutions, LLC. He also works with CFG Brokerage Network, Coastal Insurance Consulting, and GREAT VALL INSURANCE ADVISOR BROKERS (GVAIB) selling non-variable insurance products, dedicating a few hours per week to each.