Timothy Wallender is a CFP-designated registered investment advisor at Wallender, Timothy Joseph, based in Manhattan Beach, CA, with 4 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, Retirement Planning, Tax Planning. Their firm serves 295 clients with $110M 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 $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K - $2.0M | 0.25% |
| $2M+ | 0.10% |
Fee Estimator
Location
1129 Highland Ave #203, Manhattan Beach, CA, 90266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Timothy is the President of Wallender & Associates, an aerospace project management consulting company. This activity is not investment-related.
Employment History
Current Registrations
Wallender, Timothy Joseph
State Registrations1 state
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