Timothy Withers is a ChFC-designated registered investment advisor at Twin Gryphon Advisors LLC, based in Marshfield, MA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Twin Gryphon Advisors charges a percentage of your portfolio annually for investment management. The exact percentage ranges from 0.25% to 2.00% per year, depending on the investment strategies used, the complexity of the services, the amount of assets managed, and the overall relationship with Twin Gryphon. Smaller accounts, portfolios with restrictions, or those with specific reporting needs may be charged a higher fee. Fees are calculated based on the value of your portfolio at the end of the previous quarter.
Location
892 Plain Street, Suite 3A, Marshfield, MA, 02050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is the owner/president of Twin Gryphon Advisors, LLC, a registered investment advisory, dedicating full-time hours to it. He also owns Wellspring Financial Insurance Agency, Inc., an operations firm providing back-office support, dedicating a few hours per week.
Employment History
Current Registrations
Twin Gryphon Advisors LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Wellspring Financial Advisors
Mutual Service CorporationBroker
Nathan & Lewis Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
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.