Timothy Mcmullan is a registered investment advisor at Tjt Capital Group, LLC, based in Stamford, CT, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 194 clients with $290M 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 | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1000K | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Schedule is for Equity Based Portfolios. Income Based Portfolios have a different fee schedule: Assets up to $499,999: 0.50%, Assets between $500,000 - $999,999: 0.45%, Assets in excess of $1,000,000: 0.40%. TJT Capital Group may, in its sole discretion, charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
9 W. Broad Street, Suite 420, Stamford, CT, 06902
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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 Activities
Timothy is the editor of The Investor's Strategist newsletter since August 2010. This investment-related activity takes minimal time.
Employment History
Current Registrations
Tjt Capital Group, LLC
Previous Registrations
Genworth Financial Wealth Management, INC.
Genworth Financial Advisers Corporation
Genworth Financial Asset Management, INC
State Registrations1 state
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