Timothy Vickrey is a registered investment advisor at Andrew Garrett, INC., based in Newtown, PA, with 31 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.
Fee Estimator
Location
Newtown, PA
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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 provides introductions to vendors for a referral fee, dedicating a few hours per week. He is also the CEO/President of Bucks Capital Advisors, a pass-through entity used to open SEP IRAs and manage business expenses.
Employment History
Current Registrations
Andrew Garrett, INC.
Andrew Garrett INC.
Andrew Garrett INC.Broker
Previous Registrations
S.W. Bach & CompanyBroker
Kirlin Securities INC.Broker
Kirlin Securities INC.Broker
Princeton Securities CorporationBroker
D. H. Blair & CO., INC.Broker
State Registrations22 states
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.
Exams
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