Timothy Blackham
Timothy Blackham is a ChFC-designated registered investment advisor at Esi Financial Advisors, based in South Jordan, UT, with 21 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
Location
10813 S River Front Parkway, Suite 250, South Jordan, UT, 84095
Get directionsHistory
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 ActivitiesSells Insurance
Timothy is an insurance agent for Cambridge Financial Network LLC and National Life Group. He also owns TRB Consulting, is an agent for PCF Insurance of the West, a project manager for B.C Timbers, and COO/Co-founder of Gift of Glove Foundation.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.
Insphere Securities, INC.
Insphere Securities, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
United Securities Alliance, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations2 states
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
More Advisors
- Martin OlsonEsi Financial Advisors
- Michael Coakley, CFPWealthspire Retirement Advisory
- Jesse Lugenbeel, CFPLPL Financial LLC
- Mark Asaro, CFANoble Wealth Management P.B.C.
- Easton Dickson, CFPWealthspire Retirement Advisory
- Alicia Allen, CFPEdward Jones