Timothy Pinch
Timothy Pinch is a registered investment advisor at Focus Partners Wealth, LLC, based in Wellessley, MA, with 37 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
93 Worcester Street, 4th Floor, Wellessley, MA, 02481
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Regulatory History (1)
Customer Dispute
August 2019Other Business Activities
Timothy is a passive owner of race horses, a council member for a religious non-profit, a board member for a charitable trust, VP and Treasurer for a condo association, and co-manager/investor for a real estate LLC. These activities take up a few hours per week to about a quarter of Timothy's time.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLCBroker
Commonwealth Equity Services, INC.Broker
Weston Securities CorporationBroker
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.