Timothy Nitz
Timothy Nitz is a registered investment advisor at Ardent Wealth Advisory, LLC, based in Midlothian, VA, with 40 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. Their firm serves 42 clients with $20M 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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Location
3518 Fox Hurst Drive, Midlothian, VA, 23113
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Timothy is involved with Web Commander, LLC, the parent company of Ardent Wealth Advisory, LLC, spending a few hours per week on web development and accounting. He also works with Timothy A. Nitz Wealth Management, selling non-variable insurance, dedicating minimal time during securities trading.
Employment History
Current Registrations
Ardent Wealth Advisory, LLC
Previous Registrations
Claris Financial, LLC
Claris Financial, LLC
LPL Financial LLCBroker
LPL Financial LLC
Micg Investment Management
Micg Investment Management, LLCBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Capital Brokerage CorporationBroker
Forth Financial Securities, CorporationBroker
MML Investors Services, INC.Broker
State Registrations1 state
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.