Timothy Mcgrath is a CFP, ChFC-designated registered investment advisor at Riverpoint Wealth Management, based in Chicago, IL, with 36 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 207 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Riverpoint Wealth Management's fee for managing your investments as part of their Comprehensive Portfolio Management Service is a percentage of the value of your investments, up to 1.35% per year. There is a $250,000 minimum account size, but this may be negotiable. Riverpoint will refund clients on a quarterly basis for any transaction fees incurred for the purchase and sale of securities products.
Location
200 South Wacker Dr., Suite 2330, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Riverpoint Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Network Planning Advisors, L.L.C.
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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