Timothy Purser is a registered investment advisor at Shade Tree Partners LLC, based in Dallas, TX, with 10 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shade Tree Partners charges a percentage of your portfolio's value each year. The fee depends on the type of account (equity or fixed) and the amount you invest.
For equity accounts:
- $1 to $99,999: 1.90%
- $100,000 to $499,999: 1.75%
- $500,000 to $999,999: 1.50%
- Above $1,000,000: 1.00%
For fixed accounts:
- $0 - $1,000,000: 1.00%
- Above $1,000,000: 0.75%
These fees are negotiable. There is a $100 minimum annual fee. A performance fee of 7% of profits above the previous high water mark may be charged on certain accounts.
Location
3243 Southwestern, Dallas, TX, 75225-7652
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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 involved in commodity futures through Provident Advisors LLC, dedicating about 10-20% of his time. He also serves as President of Arbor Lakes HOA, spending minimal time, and works as a broker at Sunbelt Securities since 2010.
Employment History
Current Registrations
Shade Tree Partners LLC
State Registrations2 states
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