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Timothy Thayer

42 Years of Experience
Jackson, MI
Broker

Timothy Thayer is a registered investment advisor at J.V.B. Investment Company, based in Jackson, MI, with 42 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 208 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
208 clients
Average Client Portfolio
$758K average
Assets Under Management
$157.6M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees may be negotiated based on account size, tenure, and total business conducted with Jack V. Butterfield Investment Company.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 South Jackson, Suite 100, Jackson, MI, 49201

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History

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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Other Business Activities

Timothy serves as an independent trustee and receives no income for this activity.

Employment History
Current Registrations
J.V.B. Investment Company
June 2010 - Present · 16 yrs 4 mos
Jack V. Butterfield Investment CompanyBroker
July 1984 - Present · 42 yrs 3 mos
State Registrations11 states
AZCACOFLILINMINCOHTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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