Timothy Sommer is a registered investment advisor at Legacy Edge Advisors, based in Bethesda, MD, 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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 532 clients with $1.2B 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 | 2.50% |
Annual fee ranges up to 2.50% of assets under management. Fees are generally negotiable and may be charged as a single rate or tiered rate.
Fee Estimator
Location
6701 Democracy Blvd, Suite 300, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Employment History
Current Registrations
Legacy Edge Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Capital Group Investment Advisory Services, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
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.
Exams
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