Timothy Ginn
Timothy Ginn is a CFP-designated registered investment advisor at Mbia Capital Advisors, based in Indianapolis, IN, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $230M 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 - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
711 E 65th Street, 206, Indianapolis, IN, 46220
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2024Other Business Activities
Timothy is a member of several LLCs related to real estate and personal investment funds. These include Southern Clipper Investments LLC, DCG Realty LLC, Ogre Ventures LLC, Bear Capital LLC, Rasorback Holdings LLC, and GT Innovative Ventures LLC.
Employment History
Current Registrations
Mbia Capital Advisors
Previous Registrations
Valeo Financial Advisors, LLC
Avalon Wealth Advisory, INC.
State Registrations3 states
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.