Timothy Holdsworth
Timothy Holdsworth is a registered investment advisor at Equitable Advisors, LLC, based in Broadview Heights, OH, with 38 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, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
40 Eagle Valley Court, Broadview Heights, OH, 44147
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2005Customer Dispute
January 2005Customer Dispute
April 2004Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Timothy is involved in several outside business activities, including real estate ownership, acting as POA for his mother's accounts, and being a partner/owner in Lakeside Holdings LLC. He also has various outside insurance appointments and serves as a board member/officer/director at A Kid Again, dedicating minimal time to most activities.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations22 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.