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Timothy White

Vanderbilt Advisory Services
34 Years of Experience
Mount Pleasant, SC
6 Disclosures
View SEC Summary
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Timothy White is a registered investment advisor at Vanderbilt Advisory Services, based in Mount Pleasant, SC, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.

Vanderbilt Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
166 advisors
Number of Clients
6,470 clients
Average Client Portfolio
$326K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Mount Pleasant, SC

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History

Regulatory History (6)
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Criminal
April 2003
Final Disposition
Employment Separation After Allegations
December 1998
Regulatory
November 1998
Final
Criminal
February 1995
Final Disposition
Criminal
November 1985
Final Disposition
Criminal
February 1981
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy operates as a proprietor under the name Tim White, dedicating minimal time to this activity. He is also a registered representative with Innovation Partners LLC.

Employment History
Current Registrations
Vanderbilt Advisory Services
February 2026 - Present · 8 mos
Previous Registrations
Ip Financial Advisory Services LLC
February 2020 - February 2026 · 6 yrs
Innovation Partners LLCBroker
August 2016 - January 2025 · 8 yrs 5 mos
Innovation Partners LLC
July 2016 - September 2020 · 4 yrs 2 mos
Liberty Partners Capital Management, LLC
January 2016 - June 2016 · 5 mos
Liberty Partners Financial Services, LLCBroker
November 2012 - June 2016 · 3 yrs 7 mos
Triad Advisors, INC.Broker
November 2001 - December 2012 · 11 yrs 1 mo
Ifg Network Securities, INC.Broker
July 2001 - November 2001 · 4 mos
Park Avenue Securities LLCBroker
May 1999 - July 2001 · 2 yrs 2 mos
Guardian Investor Services CorporationBroker
March 1999 - May 1999 · 2 mos
Guardian Investor Services CorporationBroker
May 1992 - December 1998 · 6 yrs 7 mos
State Registrations1 state
SC
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 White - Financial Advisor | TrueAdvisor