Timothy Minert
Timothy Minert is a registered investment advisor at Capital Asset Advisors LLC., based in Scottsdale, AZ, 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 82 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. CAA_LLC will also charge an initial setup fee for certain client accounts.
Fee Estimator
Location
6991 E Camelback Rd, 200, Scottsdale, AZ, 85251
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Timothy raises cattle, works as an independent insurance agent, consults on practice management and technology, co-owns an LLC for marketing and rentals, and works as an advisory representative for two RIAs. He also consults on FinTech and provides marketing support for a diabetes-related business, and is Chief Revenue Officer for Advisor Peak.
Employment History
Current Registrations
Capital Asset Advisors LLC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Securities INC.Broker
Peacock, Hislop, Staley & Given, INC.Broker
Young, Smith & Peacock, INC.Broker
Painewebber 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.