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Timothy Hart

32 Years of Experience
Downers Grove, IL

Timothy Hart is a registered investment advisor at Feldman, Ingardona & CO, based in Downers Grove, IL, with 32 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 182 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
182 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.80%
$2.0M - $5.0M0.50%
$5.0M - $25.0M0.40%
$25M+0.30%

Advisory fees may be negotiable and may differ among clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2001 Butterfield Rd, Ste 170, Downers Grove, IL, 60515

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Feldman, Ingardona & CO
February 1999 - Present · 27 yrs 3 mos
Previous Registrations
Feldman, Ingardona & CO.Broker
June 1998 - September 2021 · 23 yrs 3 mos
Principal Financial Securities,inc.Broker
September 1994 - March 1995 · 6 mos
Hamilton Investments, INC.Broker
August 1990 - September 1994 · 4 yrs 1 mo
State Registrations1 state
IL
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.
Timothy Hart - Financial Advisor | TrueAdvisor