Timothy Guthrie
Timothy Guthrie is a CFP-designated registered investment advisor at Bullseye Investment Management, LLC, based in Centerville, OH, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,120 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000. Accounts are also subject to a $150 minimum annual fee and a $4 per month technology fee.
Fee Estimator
Location
93 W. Franklin St., #101, Centerville, OH, 45449
Get directionsHistory
Regulatory History (3)
Regulatory
February 2026Regulatory
November 2022Customer Dispute
March 2016Employment History
Current Registrations
Bullseye Investment Management, LLC
Previous Registrations
Delta Global Asset Management
Delta Equity Services CorporationBroker
Mutual Service CorporationBroker
Fifth Third Securities, INC.Broker
Conseco Securities, INC.Broker
Mds Securities IncorporatedBroker
CUNA Brokerage Services, INC.Broker
Guardian Investor Services CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations4 states
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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