Timothy Groebl is a registered investment advisor at United Capital Financial Advisors, based in Leawood, KS, with 19 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 22,832 clients with $17B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
13401 Mission Rd Ste 203, Leawood, KS, 66209
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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 →Other Business Activities
Timothy works as a registered assistant for Resources Investment Advisors and Groebl Brothers, both investment advisory practices. He dedicates about a quarter of his time to each role, assisting R. Joseph Groebl in managing and running the practices.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Triad Advisors LLCBroker
Onedigital
V Wealth Advisors LLC
LPL Financial LLCBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.Broker
Morgan Stanley Smith BarneyBroker
Allstate Financial Services, LLCBroker
Smith Barney INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
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.