TM
TM

Timothy Maiefski

14 Years of Experience
Cave Creek, AZ
Sells Insurance

Timothy Maiefski is a registered investment advisor at Foothills Advisors, LLC, based in Cave Creek, AZ, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 186 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
186 clients
Average Client Portfolio
$691K average
Assets Under Management
$128.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual fee may be negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees that range between 0.25% - 0.50% depending on the asset allocation.

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

6702 E Cave Creek Road, #4, Cave Creek, AZ, 85331

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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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Other Business ActivitiesSells Insurance

Timothy is a sole proprietor and insurance agent since 2014. He dedicates about 10-20% of his time to insurance activities.

Employment History
Current Registrations
Foothills Advisors, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Vigilare Wealth Management LLC
June 2011 - June 2019 · 8 yrs
State Registrations1 state
AZ
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.