Timothy Rikimoto
Timothy Rikimoto is a registered investment advisor at Strategic Advisers LLC, based in Monticello, MN, with 26 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Monticello, MN
Get directionsHistory
Regulatory History (4)
Financial
May 2025Judgment / Lien
May 2025Financial
April 2025Judgment / Lien
April 2024Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.Broker
David Lerner Associates, INC.Broker
Royce Investment Group, INC.Broker
State Registrations52 states
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