Timothy Mcfadden
Timothy Mcfadden is a CFP-designated registered investment advisor at Value Investment Professionals, LLC, based in New York, NY, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 158 clients with $250M 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Qualified clients are charged an asset-based management fee of 1.00% on all assets under management and a performance-based fee on any increase above a high water mark.
Fee Estimator
Location
125 Park Avenue, 25th Floor, New York, NY, 10017
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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 →Other Business Activities
Timothy is the editor of The Investors Strategist newsletter, dedicating about 10-20% of his time. He is also an Investment Advisor Representative at TJT Capital Group, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Value Investment Professionals, LLC
Previous Registrations
Tjt Capital Group, LLC
Genworth Financial Wealth Management, INC.
Genworth Financial Asset Management, INC
State Registrations3 states
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