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Timothy Mack

22 Years of Experience
Lubbock, TX

Timothy Mack is a registered investment advisor at High Plains Investment Advisors, INC., based in Lubbock, TX, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 137 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
137 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$191.2M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.65%

Maximum annual fee of $95,000. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7021 Kewanee Ave., Suite 5-102, Lubbock, TX, 79424

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy works as an accountant under exclusive contract for Bolinger, Segars, Gilbert & Moss, LLP since 2004. This takes about a quarter of his time, with minimal time during trading hours, and involves traditional accounting and tax duties.

Employment History
Current Registrations
High Plains Investment Advisors, INC.
April 2003 - Present · 23 yrs 1 mo
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.