Timothy Colvin
Timothy Colvin is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Kingsport, TN, with 30 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
125 W. Center St., Suite 101, Kingsport, TN, 37660
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business Activities
Timothy has a 25% ownership in property through Center Street Investment Company, LLC, dedicating minimal time to maintaining the property. He also has a 25% ownership in Center Street Wealth Management Group LLC, spending minimal time on the business.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Jw Charles Securities,inc.Broker
Biltmore Securities, INCBroker
State Registrations2 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.