Timothy Ng is a registered investment advisor at Fiducient Advisors LLC, based in Windsor, CT, with 28 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,148 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiducient Advisors offers investment management services to individuals through The Wealth Office®. Investment strategies are tailored to individual goals and objectives. Fees vary based on the scope of the engagement and the level of authority Fiducient has to make trades without asking you first. Fees are calculated as a percentage of the assets they manage. There is also a model portfolio program with a $50,000 minimum investment.
Location
100 Northfield Drive, 4th Floor, Windsor, CT, 06095
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Regulatory 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 →Employment History
Current Registrations
Fiducient Advisors LLC
Previous Registrations
Enclave Capital LLCBroker
Malvina Capital Markets, LLCBroker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Oppenheimer & CO., INC.Broker
Smith Barney INC.Broker
Twenty-First Securities CorporationBroker
Shearson Lehman/american Express INC.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bache Halsey Stuart Shields IncorporatedBroker
State Registrations1 state
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