Timothy Grimes is a registered investment advisor at Grimes & Company, based in Westborough, MA, with 41 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,712 clients with $5.6B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Multiple client accounts are aggregated for fee calculation purposes.
Fee Estimator
Location
One Technology Drive, Suite 100, Westborough, MA, 01581
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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 the President of Grimes & Company Inc, a Registered Investment Advisor, dedicating full-time hours to this role. He is also a partner in GGC&W, LLC, an entity for internal accounting of fixed insurance commissions, but has no duties and spends minimal time on it, and serves as trustee for multiple family trusts, spending minimal time on each.
Employment History
Current Registrations
Grimes & Company
Previous Registrations
Newedge Securities, LLCBroker
Securities Service Network, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
Commonwealth Equity Services, INC.Broker
Nel Equity Services CorporationBroker
State Registrations1 state
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