Timothy Kohn
Timothy Kohn is a registered investment advisor at Investors Brokerage of Texas, LTD., based in Waco, TX, with 42 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $99M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees are negotiable for amounts above $15 million. For employer-sponsored retirement plans, fees are negotiated and generally range from 0.25% to 1.00% of total plan assets. A fixed quarterly consulting fee may be charged instead of a fee based on assets under management.
Fee Estimator
Location
225 South 5th St., Waco, TX, 76701
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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 →Other Business ActivitiesSells Insurance
Timothy is a director/shareholder of Insurors.com Inc., Insurors of Texas General Agency, LTD, and Insurors General Partner, LLC since 2014. He dedicates minimal time to these roles, receiving $28,000 annually in dividends from Insurors.com Inc.
Employment History
Current Registrations
Investors Brokerage of Texas, LTD.
Investors Brokerage of Texas, LTD.Broker
Previous Registrations
Investors Brokerage of Texas, LTD.
Quaestor Alliance Network, INC.Broker
Knibbe Financial Group, INC.Broker
May & O'connor Capital INCBroker
Security Pacific Brokers, INC.Broker
Financial Clearing & Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.