Timothy Barnett
Timothy Barnett is a registered investment advisor at Caledonia Wealth Management, LTD., based in Boulder, CO, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Cross-Border Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 81 clients with $78M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are negotiable. Financial planning fees are generally waived for clients with more than $500,000 in assets under management.
Fee Estimator
Location
1260 Yellow Pine Avenue, Boulder, CO, 80304
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Employment History
Current Registrations
Caledonia Wealth Management, LTD.
Previous Registrations
Agile Group
Agile Advisors INC.
State Registrations1 state
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
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