Timothy Obendorf is a CFP-designated registered investment advisor at Steward Advisors, LLC, based in Chicago, IL, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 109 clients with $160M 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 $1.1M | 1.00% |
| $1.1M - $2.2M | 0.75% |
| $2.2M - $5.5M | 0.50% |
| $5.5M - $11.0M | 0.35% |
| $11M+ | 0.25% |
All fees are subject to negotiation. Financial planning is included for clients with over $600,000 in assets under management.
Fee Estimator
Location
625 West Adams Street, Floor 19, Chicago, IL, 60661
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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 →Other Business Activities
Timothy is a 25% minority owner of McLennan Property Management Company, which manages commercial and industrial properties. His role is limited to ownership and board governance, dedicating minimal time to the business.
Employment History
Current Registrations
Steward Advisors, LLC
Previous Registrations
Evanston Advisors
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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