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Timothy Fahey

29 Years of Experience
Minneapolis, MN

Timothy Fahey is a registered investment advisor at Nicollet Investment Management, INC., based in Minneapolis, MN, with 29 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 315 clients with $530M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
315 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$532.5M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.10%
$5.0M - $10.0M1.00%
$10.0M - $20.0M0.90%
$20.0M - $50.0M0.75%
$50M+0.55%

These fees are for clients using active stock investment strategies. For clients using mutual funds or ETFs for stock investments and individual security fixed income management, the fee is 0.50% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 Washington Avenue North, Suite 150, Minneapolis, MN, 55401

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nicollet Investment Management, INC.
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Northland Securities, INC.Broker
October 2007 - November 2016 · 9 yrs 1 mo
Piper Jaffray & CO.Broker
October 2005 - October 2007 · 2 yrs
North American Capital Markets, INC.Broker
January 2002 - October 2005 · 3 yrs 9 mos
Miller Johnson Steichen Kinnard, INC.Broker
January 2001 - January 2002 · 1 yr
Miller, Johnson & Kuehn, IncorporatedBroker
January 1997 - January 2001 · 4 yrs
Juran & Moody, INC.Broker
March 1995 - January 1997 · 1 yr 10 mos
State Registrations2 states
MNTX
Advisor

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
No exam information available for this advisor.
Timothy Fahey - Financial Advisor | TrueAdvisor