Timothy Floyd
Timothy Floyd is a registered investment advisor at Portside Wealth Group, LLC, based in St George, UT, with 28 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
St George, UT
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Employment Separation After Allegations
May 2016Other Business Activities
Timothy is the Board President of "Root for Kids" Center and a Board Member of Friends of Learning Center, both non-profit organizations, since June 2000. He dedicates minimal time to each role, and the duties are non-investment related.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Townsquare Capital, LLC
Yellowstone Partners
LPL Financial LLC
LPL Financial LLCBroker
Xcu Capital Corporation, INC.
Xcu Capital Corporation, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
American General Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
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.