Timothy Mcvey
Timothy Mcvey is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Huntington Beach, CA, with 39 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
16400 Pacific Coast Hwy, Suite #206, Huntington Beach, CA, 92649
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2013Customer Dispute
September 1987Other Business ActivitiesSells Insurance
Timothy is a real estate broker since 1993, dedicating minimal time, and a tax preparer since 1982, spending about a third of his time. He is also an insurance agent since 1982, spending a few hours per week selling various insurance products.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations29 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.