Timothy Smith
Timothy Smith is a registered investment advisor at Fairway Asset Management, INC., based in San Ramon, CA, with 24 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 66 clients with $59M 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 $750K | 2.25% |
| $750K+ | 1.00% |
Fee Estimator
Location
2010 Crow Canyon Place, Suite 100, San Ramon, CA, 94583
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 owns F.A.M. Insurance Agency, offering insurance services since 2009, and dedicates a few hours per week to this business. He finds life insurance policies and fixed annuities to fit client needs.
Employment History
Current Registrations
Fairway Asset Management, INC.
Previous Registrations
Fairway Asset Management, INC.
Wachovia Securities, LLC
Citigroup Global Markets INC.
State Registrations2 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.