Peter Timmons
Peter Timmons is a registered investment advisor at T/r Financial Management Group, LLC, based in Washington, DC, with 30 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 74 clients with $24M 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 | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.25% |
These are maximum fees, and fees are negotiable. Some clients pay one- or two-tiered fees as opposed to the three-tiers presented above.
Fee Estimator
Location
Washington, DC
Get directionsHistory
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 Activities
Peter is the managing member of Lotus Fund, LLC, an investment pool that was offered to some of the advisor's clients. The fund is no longer open to new investors or clients.
Employment History
Current Registrations
T/r Financial Management Group, LLC
State Registrations3 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.