Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
355 clients
Average Client Portfolio
$410K average
Assets Under Management
$145.5M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

These rates apply to diversified portfolios. Fixed income portfolios are charged 0.40% on all assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$100
Financial Plan Fee:$150 - $250

Pacesetter Financial Group charges advisory fees based on the client type and portfolio. For individual clients, fees are based on a percentage of assets under management. For example, with a diversified portfolio, the first $500,000 is charged at 1.00%, the next $500,000 at 0.75%, and amounts over $1,000,000 at 0.50%. For a fixed income portfolio, all assets are charged at 0.40%. The firm charges a minimum of $100 per year, per client, pro-rated for partial years. They also offer optional 529 College Savings Plan services with a $250 one-time account set-up fee and a $150 annual review & monitoring fee. Additional and/or supplemental services may also be available and charged by the hour or as a fixed fee.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

207 S. Mclean Street, Lincoln, IL, 62656-2858

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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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Other Business Activities

Timothy works as an accountant for J.M. Abbott & Associates, dedicating about half of his time to this role. He prepares tax returns, financial statements, performs audits, and assists clients in tax planning.

Employment History
Current Registrations
Pacesetter Financial Group, L.L.C.
June 2018 - Present · 7 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 2017 - October 2017 · 4 mos
Ameriprise Financial Services, INC. Broker
June 2017 - October 2017 · 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.