TB
TB
Timothy Barnett
27 Years of Experience
Boulder, CO
1 Disclosure
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, Financial Planning & Coaching, and 3 more. Their firm serves 83 clients with $68M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
83 clients
Average Client Portfolio
$825K average
Assets Under Management
$68.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
1260 Yellow Pine Avenue, Boulder, CO, 80304
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009Closed-No Action
Employment History
Current Registrations
Caledonia Wealth Management, LTD.
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Agile Group
August 2000 - October 2009 · 9 yrs 2 mos
Agile Advisors INC.
January 1999 - May 2009 · 10 yrs 4 mos
State Registrations1 state
CO
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.