William Timm
William Timm is a registered investment advisor at Valor Financial Services, LLC, based in Knoxville, TN, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,675 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are charged at a maximum of 1.25% annually. Valor Financial Services has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Location
10820 Murdock Drive, Suite 102, Knoxville, TN, 37932
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
William owns rental real estate since 2009, dedicating minimal time to it. He also provides investment advisory services through Knox Wealth Partners Advisory, LLC, spending full-time hours on this activity, and operates under DBAs for his LPL business.
Employment History
Current Registrations
Valor Financial Services, LLC
Previous Registrations
Flagship Harbor Advisors, LLC
Knox Wealth Partners Advisory
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.