Timothy Chisholm is a registered investment advisor at Newsquare Capital, LLC, based in Newtown Square, PA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,196 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees vary by investment strategy ranging from 0.15% to 0.65% for NewSquare strategies, plus additional fees for specialized sub-advised programs. Total program fees are capped at 1.75%.
Fee Estimator
Location
16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229
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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 →Other Business Activities
Timothy is a Registered Investment Advisor and Director of Retirement Plan Services for NewSquare Capital, LLC, dedicating nearly full-time hours during the week and a few hours per week on weekends and evenings. He also cross-markets to strategic relationships sourced via Efficient Advisors.
Employment History
Current Registrations
Newsquare Capital, LLC
Previous Registrations
Efficient Advisors
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Brinker Capital INC
Brinker Capital Securities, INC.Broker
Mfs Fund Distributors, INC.Broker
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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