Tracy Timmerman
Tracy Timmerman is a registered investment advisor at Fifth Third Securities, INC., based in St. Petersburg, FL, with 27 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
2201 66th St. N, St. Petersburg, FL, 33710
Get directionsHistory
Regulatory History (2)
Financial
June 2017Customer Dispute
June 1999Other Business Activities
Tracy is a hotspot host in St. Petersburg, FL, dedicating minimal time to this activity. This activity is not securities related and will not interfere with her duties at the firm.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Mwa Financial Services INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Sunset Financial Services, INC.Broker
American Wealth Services, LLC
Foresters Equity Services, INC.Broker
Nylife Securities INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
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.