Timothy Gardner
Timothy Gardner is a registered investment advisor at Chatham Wealth Management. LLC, based in Mclean, VA, with 29 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 10 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chatham Wealth Management (CWM) offers investment management services with fees based on a percentage of the assets managed.
For investment management only, the annual fee is 1.50% of your portfolio.
For clients also engaged in ongoing financial planning, the fees are:
- Combination of mutual funds, ETFs, and stocks:
- Up to $500,000: 0.75% per year
- Over $500,000: 0.50% per year
- Mutual funds only:
- Up to $500,000: 0.50% per year
- Over $500,000: 0.25% per year
Location
Mclean, VA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Timothy works as a part-time lifeguard at Spring Hill Rec Center, dedicating about 10-20% of his time. He is also an independent insurance agent, but spends virtually no time on this activity.
Employment History
Current Registrations
Chatham Wealth Management. LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
H.J. Meyers & 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.