Timothy Klauke is a registered investment advisor at Blue Bison Investments, based in Highwood, IL, 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 Investment Management. Their firm serves 183 clients with $18M 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 $2.0M | 2.00% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.95% |
| $3.0M - $3.5M | 0.90% |
| $3.5M - $4.0M | 0.85% |
| $4.0M - $4.2M | 0.80% |
| $4.3M - $4.5M | 0.75% |
| $4.5M - $4.7M | 0.70% |
| $4.8M - $5.0M | 0.65% |
| $5.0M - $5.2M | 0.60% |
| $5.3M - $5.5M | 0.55% |
| $5.5M - $5.7M | 0.50% |
| $5.8M - $6.0M | 0.45% |
| $6M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
Highwood, IL
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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 →Employment History
Current Registrations
Blue Bison Investments
Previous Registrations
Wrp Investments, 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.