TC
CFA
TC
CFA

Timothy Call

27 Years of Experience
Glen Allen, VA

Timothy Call is a CFA-designated registered investment advisor at The Capital Management Corporation, based in Glen Allen, VA, with 27 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, Retirement Planning. Their firm serves 196 clients with $830M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
196 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$825.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5M+0.50%

Accounts invested solely in mutual funds, exchange-traded funds, or fixed income incur a flat annual fee of 0.50%.

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

4101 Cox Road, Suite 110, Glen Allen, VA, 23060

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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
The Capital Management Corporation
February 2006 - Present · 20 yrs 8 mos
Previous Registrations
Lb&c
June 1996 - December 2002 · 6 yrs 6 mos
State Registrations2 states
NCVA
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.
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Timothy Call - Financial Advisor | TrueAdvisor