Timothy Low
Timothy Low is a registered investment advisor at Forte Asset Management, LLC, based in Bedford, NY, with 15 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 60 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Standard asset-based fee schedule typically ranges from 0.15% to 0.90% annually, depending on assets under management, account complexity, and services provided. Fees are negotiable at Forté’s discretion.
Fee Estimator
Location
Bedford, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Employment History
Current Registrations
Forte Asset Management, LLC
Previous Registrations
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities 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.