Timothy Healy is a registered investment advisor at The Healy Group LLC, based in New York, NY, with 28 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. Their firm serves 5 clients with $18M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$17.8M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 0.25% for a fixed income portfolio and 1.00% for a balanced portfolio. Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
New York, NY
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 1980Final
Employment History
Current Registrations
The Healy Group LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Seven Points Capital, LLCBroker
December 2007 - November 2013 · 5 yrs 11 mos
Equity Trading Online, LLCBroker
August 2001 - November 2007 · 6 yrs 3 mos
Horizon Capital, INC.Broker
September 1999 - October 2001 · 2 yrs 1 mo
Drizos Investments, INC.Broker
February 1992 - January 1999 · 6 yrs 11 mos
Rodman & Renshaw INC.Broker
February 1985 - July 1988 · 3 yrs 5 mos
State Registrations2 states
NYTX
Advisor
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
No exam information available for this advisor.