Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fee for portfolio management services is up to 2% of the market value of assets under management, billed quarterly in advance. The advisory fee is negotiable depending on individual client circumstances. The firm may combine account values of family members. The firm does not charge a separate fee for the selection of other advisors.
Areas of Practice
Advisor Information
Office location
120 Eagle Rock Ave, Suite 300, East Hanover, NJ, 07936
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 President and Director of GMS Group Holdings Corp, a holding company, and Manager of SMG Realty LLC, a real estate/healthcare facility affiliate of GMS. He dedicates minimal time to each role and receives no compensation.