Timothy Walworth
Timothy Walworth is a registered investment advisor at Markowski Investments, based in Pinckney, MI, with 16 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,275 clients with $470M 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 | 1.50% |
| $250K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for amounts above $10,000,000 are negotiable. Fees may also be higher or lower due to special client situations or extraordinary circumstances.
Fee Estimator
Location
Pinckney, MI
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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 ActivitiesSells Insurance
Timothy is an independent insurance agent, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Markowski Investments
Previous Registrations
Tdw Financial Strategies
Truth of Investing LLC
Caitlin John, LLC
United Advisors America Corporation
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.
Exams
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