Timothy Brand is a registered investment advisor at Meeder Advisory Services, INC., based in Dublin, OH, with 30 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, Retirement Planning. Their firm serves 3,800 clients with $2.1B 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 | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Fees for the Managed Account Program may include an additional 0.10% for each tier.
Fee Estimator
Location
6125 Memorial Dr, Dublin, OH, 43017
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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 →Employment History
Current Registrations
Meeder Distribution Services, INC.Broker
Meeder Advisory Services, INC.
Previous Registrations
Calamos Advisors LLC
Calamos Financial Services LLCBroker
Proshare Advisors LLC
Profunds Distributors, INC.Broker
Calamos Wealth Management LLC
Calamos Financial Services LLCBroker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
G. W. & Wade Asset Management Company, INC.Broker
New England Funds, L.P.Broker
Tne Investment Services CorporationBroker
State Registrations53 states
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