Timothy Olmstead
Timothy Olmstead is a registered investment advisor at Signature Financial Services, LTD, based in Arlington Hights, IL, with 35 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 343 clients with $230M 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 $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. In addition to the Investment Advisor Fee, the maximum firm Investment Management Fee is 0.20% (20bps) of total assets under management (AUM) for the Independent Fund Model Program (WRAP).
Fee Estimator
Location
855 East Golf Road, Suite 2128, Arlington Hights, IL, 60005
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 is involved with three entities: Signature Advisors Group Ltd. (investment related), Signature Brokerage Services Ltd. (traditional insurance products), and Signature Financial Services Ltd. (investment advisory services).
Employment History
Current Registrations
Signature Financial Services, LTD
First Heartland Capital, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
MML Investors Services, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
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.