Timothy Truss
Timothy Truss is a registered investment advisor at M Holdings Securities, INC., based in Timonium, MD, with 25 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
9690 Deereco Road, Suite 650, Timonium, MD, 21093
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 is a Senior Director at The L. Warner Companies Inc., engaging in investment and insurance-related member firm activities, dedicating full-time hours. He also owns Skipekey LLC, a disregarded entity for estate planning purposes, requiring minimal time.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
The L. Warner Companies, INC
Previous Registrations
Stanford Group CompanyBroker
Stanford Capital Management, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Icma-Rc Services, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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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