Timothy Nasworthy
Timothy Nasworthy is a CFP-designated registered investment advisor at Missionsquare Retirement, based in Glen Allen, VA, with 13 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, Retirement Planning. Their firm serves 43,868 clients with $6B 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 $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.
Fee Estimator
Location
Glen Allen, VA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2017Other Business Activities
Timothy is a member of the investment committee for Christ Church Episcopal, starting in 2021. He spends minimal time reviewing investments and making recommendations for the church's endowment fund.
Employment History
Current Registrations
Missionsquare Retirement
Previous Registrations
Arsenal 401k Advisors
Harvest Financial Group, LLC
Fiduciary Consulting Group, LLC
Financial Telesis, INC.
Legg Mason Wood Walker INC
State Registrations2 states
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.