Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TIMI's fees vary based on the service provided. Individual model portfolio management fees range from 0.40% to 2.00% annually, based on assets under management. Pension consulting fees range from 0.40% to 2.95% of plan assets annually, or can be charged hourly ($50-$400/hour) or as a fixed fee ($1,000-$5,000). Financial planning fees are either hourly ($50-$400/hour) or fixed ($500-$5,000), depending on the client's circumstances. Fees are negotiable and may be discounted for family/friends of associated persons.
Areas of Practice
Advisor Information
Office location
420 Center Street, 1st Floor, Wallingford, CT, 06492
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
Austin is involved in tax preparation services through Toomey Investment Management. This activity takes about half of Austin's time during tax season.