Timothy Nash is a CFA-designated registered investment advisor at Aequitas Investment Advisors, LLC, based in Hingham, MA, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 189 clients with $830M 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 | 0.35% |
Portfolio management fees include a percentage of assets fee of 0.35% plus an annual base planning fee typically ranging from $2,500 to $15,000. Fees are negotiable based on client circumstances.
Fee Estimator
Location
175 Derby St, Suite 24, Hingham, MA, 02043
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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 →Employment History
Current Registrations
Aequitas Investment Advisors, LLC
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Columbia Management Advisors, INC.
Fidelity Investments Institutional Services Company, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
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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