Timothy Mcmullan is a registered investment advisor at Irm Management, based in Ridgefield, CT, with 21 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 12 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable and memorialized in the client's advisory agreement.
Fee Estimator
Location
Ridgefield, CT
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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
Irm Management
Previous Registrations
Tjt Capital Group, LLC
Genworth Financial Wealth Management, INC.
Genworth Financial Advisers Corporation
Genworth Financial Asset Management, INC
State Registrations2 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.
Exams
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