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Timothy Loskill
40 Years of Experience
Newport Beach, CA
1 DisclosureBroker
Timothy Loskill is a registered investment advisor at Wells Fargo Advisors, based in Newport Beach, CA, with 40 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
520 Newport Center Dr Ste 1700, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Civil
December 1986Final
Employment History
Current Registrations
Wells Fargo Advisors
May 2008 - Present · 18 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
May 2008 - Present · 18 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
April 2002 - June 2008 · 6 yrs 2 mos
UBS Financial Services INC.Broker
October 2001 - June 2008 · 6 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
March 1996 - October 2001 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - April 1996 · 2 yrs 1 mo
Smith Barney Shearson INC.Broker
July 1993 - February 1994 · 7 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
September 1987 - May 1988 · 8 mos
Painewebber IncorporatedBroker
February 1987 - February 1987 · 0 mos
J. W. Gant & Associates, INC.Broker
August 1986 - March 1987 · 7 mos
Wilson-Davis & CO., INC.Broker
May 1986 - August 1986 · 3 mos
Tidd, Lackey and CO., INC.Broker
March 1985 - July 1986 · 1 yr 4 mos
Baraban Securities, INC.Broker
January 1985 - February 1985 · 1 mo
State Registrations24 states
AZCACOFLGAIAIDILMAMOMTNCNENJNMNVOHORSCTNTXUTVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.