Timothy Gardiner
Timothy Gardiner is a registered investment advisor at Gardiner Investment Group, INC., based in West Chester, PA, with 34 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 16 clients with $49M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.65% |
| $5M+ | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The linear fee calculation applies the same rate to the entire portfolio.
Fee Estimator
Location
60 W. Boot Road, West Chester, PA, 19380
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 ActivitiesSells Insurance
Timothy is an independent insurance agent selling life, health, and disability insurance products since 2004. He also offers tax preparation services through his sole proprietorship, Gardiner Investment Group Holdings, and owns an office building managed by Tytrevken LLC.
Employment History
Current Registrations
Gardiner Investment Group, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Fidelity Equity Services CorporationBroker
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.