Timothy Letter
Timothy Letter is a registered investment advisor at Miller Investment Management, LP, based in West Conshohocken, PA, with 26 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 186 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and can be adjusted based on specific circumstances.
Fee Estimator
Location
One Tower Bridge, Ste 1400, West Conshohocken, PA, 19428-2874
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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 a trustee and board member/treasurer for the TDL Foundation, a charity organization, since 2007. This activity requires minimal time.
Employment History
Current Registrations
Miller Investment Management, LP
Previous Registrations
Prudential Annuities Distributors, INCBroker
Mfs Fund Distributors, INC.Broker
1717 Capital Management CompanyBroker
Wharton Equity CorporationBroker
Jefferson Pilot Securities CorporationBroker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.