Timothy Seymour
Timothy Seymour is a registered investment advisor at Magnus Financial Group LLC, based in New York, NY, with 15 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,086 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Magnus Financial Group charges an annual advisory fee based on a percentage of the assets they manage for you. This fee is negotiable and can range from 0.5% to 1.5% annually. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Some advisors at Magnus offer separate investment strategies for an additional fee.
Location
90 Park Avenue, Suite 1800, New York, NY, 10016
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Regulatory History (1)
Customer Dispute
August 2021Other Business Activities
Timothy is a managing member of WXOU Radio Bar and a contributor to CNBC TV. He also serves as an advisor to several companies, including MariMed Inc, JW Asset Management, Houliahn Lokey, and Volt Server, and as a Board Director of Achari Ventures Holding.
Employment History
Current Registrations
Magnus Financial Group LLC
Seymour Asset Management LLC
Previous Registrations
The Benchmark Company, LLCBroker
Seymour Asset Management
Global Oak Capital Markets LLCBroker
Troika Dialog USA, INC.Broker
Warburg Dillon Read LLCBroker
State Registrations8 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.