Timothy Floyd
Timothy Floyd is a registered investment advisor at Portside Wealth Group, LLC, based in St George, UT, with 22 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B 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 | 2.00% |
Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.
Fee Estimator
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
Xcu Capital Corporation, INC.
UBS Financial Services INC.
Wells Fargo Investments, LLC
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.
Exams
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