Timothy Bovey
Timothy Bovey is a ChFC-designated registered investment advisor at Aspire Capital Advisors LLC, based in Seattle, WA, with 29 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,935 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire Capital charges a percentage of the value of your portfolio, up to 1.00% per year, paid quarterly. The fee is calculated based on the value of your investments at the end of the previous quarter. Fees may be negotiable. Aspire Capital may recommend unaffiliated investment managers, and the total fee, including Aspire Capital's fee and the independent manager's fee, will not exceed 1.00% annually.
Location
1815 North 45th Street, Suite 105, Seattle, WA, 98103
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Timothy is the owner of Kirkland Financial Advisers, providing financial advisory services, dedicating nearly full-time hours. He also owns rental properties, is a ski instructor, manages an apartment complex, is involved with a youth foundation, co-owns apartment buildings in Minnesota, sells insurance through Bovey & Associates, and does limited tax preparation.
Employment History
Current Registrations
Aspire Capital Advisors LLC
Previous Registrations
M. S. Howells & CO.Broker
Securities America, INC.Broker
Arbor Point Advisors
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Fsic
FsicBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.