Timothy Hammett is a CFP-designated registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 31 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144
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Learn about disclosures →Timothy is the president/owner of Visionary Wealth Advisors, LLC, providing wealth management services and dedicating full-time hours. He also owns Visionary Insurance Group, advising clients on insurance needs for about 10-20% of his time, and is a member of Sacred Heart Catholic Church Parish Council, dedicating minimal time.
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