Timothy Schaefer is a CFP-designated registered investment advisor at Encore Wealth Advisors, based in Morris, MN, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 475 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encore Wealth Advisors charges a fee based on the value of your investments, up to 1.60% annually, paid quarterly in advance. Fees are negotiable. If Encore Wealth Advisors uses an outside manager, this fee includes the outside manager's fee, but the combined fee will not exceed 2% of your investments.
Location
715 Atlantic Avenue, Morris, MN, 56267
Get directionsHistory
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 operates Encore Wealth Advisors as a DBA for his LPL business and is involved with CRP as a landowner. He also works as a facilitator and coach for Encore Consultants, dedicating about 10-20% of his time, and owns rental real estate.
Employment History
Current Registrations
Encore Wealth Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Eagle One Investments, LLCBroker
Eagle One Investments, LLCBroker
Miller, Johnson & Kuehn, IncorporatedBroker
Fintegra, LLCBroker
Professional Asset Management, INC.Broker
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.