TK

Timothy Alan Kershaw

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $300/hr

Amerity Wealth Management charges fees for asset management, financial planning, and UK pension plan services. Asset management fees are negotiable and based on a percentage of assets, with platform fees also applying. Financial planning fees are fixed or hourly, depending on the service. UK pension transfer services involve initial and ongoing fees, plus third-party costs. Fees are negotiable, but advisory representatives cannot exceed the maximum fees outlined in the brochure. For Pontera Solution Platform, the annual fee is 1.80% up to $750,000, 1.30% for $750,001 to $2,000,000, and 0.80% over $2,000,000, plus a 0.30% platform fee.

Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
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Advisor Information

Office location
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
Amerity Wealth Management, LLC
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Blacktower Financial Management (us) LLC
October 2021 - April 2023 · 1 yr 6 mos
Beacon Global Advisor Network, LLC
May 2021 - October 2021 · 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.