Timothy Blanchard
Timothy Blanchard is a CFP-designated registered investment advisor at Rhame & Gorrell Wealth Management, based in The Woodlands, TX, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 699 clients with $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 $1000K | 1.30% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $15.0M | 0.65% |
| $15M+ | 0.55% |
Fees may be negotiable. Minimum quarterly fee of $1,000.
Fee Estimator
Location
1330 Lake Robbins Drive, Suite 360, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Other Business Activities
Timothy is involved in real estate rental activities since April 2023. This investment-related activity requires minimal time.
Employment History
Current Registrations
Rhame & Gorrell Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.