DT
CFA · CFP
DT
CFA · CFP

Dragan Timotic

13 Years of Experience
Chicago, IL

Dragan Timotic is a CFA, CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Chicago, IL, with 13 years of industry experience. Dragan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
850 clients
Average Client Portfolio
$47.4M average
Assets Under Management
$40.3B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$15,000
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Location

320 S. Canal St., 44th Floor, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
March 2022 - Present · 4 yrs 7 mos
Cerity Partners LLC
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
T2 Asset Management, LLC
May 2013 - March 2022 · 8 yrs 10 mos
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
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