Timothy O'shei
Timothy O'shei is a CFP-designated registered investment advisor at F L Putnam Investment Management CO., based in Amherst, NY, with 11 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
100 Corporate Parkway, Suite 308, Amherst, NY, 14226
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Mai Capital Management, LLC
The Wealth Consulting Group
Ameriprise Financial Services, LLCBroker
Financial Engines Advisors L.L.C.
Sigma Financial CorporationBroker
Abn Amro Investment Services, INC.Broker
The Huntington Investment CompanyBroker
Primevest Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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