Timothy Taschler
Timothy Taschler is a registered investment advisor at Regal Advisory Services, INC., based in Oro Valley, AZ, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 285 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regal Advisory Services manages investments for a fee based on a percentage of the portfolio's value. The maximum annual fee is 2.0% of the assets they manage, but this fee may be negotiable. The fee is calculated annually and billed quarterly in advance. There are no adjustments for contributions or withdrawals during the quarter, except for certain programs offered through third-party sponsors.
Location
Oro Valley, AZ
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Regulatory History (1)
Customer Dispute
December 2004Employment History
Current Registrations
Regal Advisory Services, INC.
Previous Registrations
Sprott Global Resource Investments LTDBroker
Sprott Asset Management USA INC.
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Wedbush Securities INC.
Wedbush Securities INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.