Timothy Kuns is a registered investment advisor at Advantage Financial Consultants, based in Camarillo, CA, with 7 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 23 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Minimum annual fee: $250 per year or 1.5% of your account value, whichever is less. Fees are negotiable.
Fee Estimator
Location
Camarillo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a sole proprietor tax preparer, dedicating about a quarter of his time during tax season and minimal time during trading hours. He is also an instructor at California State University Northridge, spending about a quarter of his time during the semester and a few hours per week during trading hours.
Employment History
Current Registrations
Advantage Financial Consultants
State Registrations1 state
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