Timothy Shanklin is a registered investment advisor at Bdc Advisory, LLC, based in Humboldt, TN, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 75.00% |
| $1.0M - $5.0M | 50.00% |
| $5.0M - $10.0M | 35.00% |
| $10M+ | 25.00% |
Fees are negotiable. The fees are quoted based on the total assets in the retirement plan, the total number of participants in the retirement plan and the average participant account balances, and the anticipated frequency of holding participant enrollment meetings and plan reviews.
Fee Estimator
Location
1420 Osborne St., Suite B16, P O Box 401, Humboldt, TN, 38343
Get directionsHistory
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 provides retirement plan consulting services through Burleigh Consulting Group.
Employment History
Current Registrations
Bdc Advisory, LLC
Sycamore Financial Advisors, INC.
Previous Registrations
Bdc Advisory, LLC
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.