Timothy Sharer is a registered investment advisor at Lvz, INC., based in Friendswood, TX, with 32 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M 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 | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
820 Friendswood Dr, Ste 207, Friendswood, TX, 77546
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 owner at Sharer McKinley Group, selling various insurance products including life, health, long-term care, and annuities, dedicating a few hours per week. He also owns a DBA and is an author, spending about 10-20% of his time on book sales.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Advanced Planning, INC.
Independent Advisers Group CORP
Jefferson Pilot 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.