Timothy White
Timothy White is a registered investment advisor at Vanderbilt Advisory Services, based in Mount Pleasant, SC, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
Mount Pleasant, SC
Get directionsHistory
Regulatory History (6)
Criminal
April 2003Employment Separation After Allegations
December 1998Regulatory
November 1998Criminal
February 1995Criminal
November 1985Criminal
February 1981Other 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
Previous Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Triad Advisors, INC.Broker
Ifg Network Securities, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Guardian Investor 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.