TG
CFP
TG
CFP
Timothy Guthrie
19 Years of Experience
Cincinnciati, OH
1 Disclosure
Timothy Guthrie is a CFP-designated registered investment advisor at Bullseye Investment Management, LLC, based in Cincinnciati, OH, with 19 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 1,302 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1,302 clients
Average Client Portfolio
$147K average
Assets Under Management
$191.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$150
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 $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4100 Executive Park Drive, Suite 210, Cincinnciati, OH, 45241
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2016Settled
Employment History
Current Registrations
Bullseye Investment Management, LLC
November 2007 - Present · 18 yrs 5 mos
Previous Registrations
Delta Global Asset Management
September 2006 - November 2007 · 1 yr 2 mos
State Registrations4 states
INKYOHWV
Advisor
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
No exam information available for this advisor.