TL

Timothy Edward Latimer

8 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
780 clients
Average Client Portfolio
$264K average
Assets Under Management
$205.6M

Fee Structure

Minimum Investment:None

Wealth Teams Alliance charges an annual wrap fee ranging from 0.60% to 1.10%, which includes securities transaction fees. The fee is based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may be responsible for fees for trades executed away from the custodian, trustee fees, and mutual fund/ETF internal expenses. Fees are charged quarterly in advance, based on the prior quarter's value. Similar clients could pay different fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

15520 Rockfield Blvd, Suite G, Irvine, CA, 92618

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wealth Teams Alliance
February 2018 - Present · 7 yrs 11 mos
Previous Registrations
W&s Brokerage Services, INC. Broker
August 2015 - August 2016 · 1 yr
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.