Timothy Barnum
Timothy Barnum is a registered investment advisor at Dickinson Barnum Investment Management, LLC, based in Paragould, AR, with 24 years of industry experience. Timothy 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, and 1 more. Their firm serves 332 clients with $60M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
For fixed income portfolios, fees will be negotiated lower than the table, based on complexity and bond duration.
Fee Estimator
Location
1024 West Court St, Suite A, Paragould, AR, 72450
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 IAR/RIA with Dickinson Barnum Investment Management since 2011, dedicating full-time hours. He also engages in speculative housing through Comfort Homes LLC, spends about 10-20% of his time on real estate rental/management through Willow Grove LLC, and is a licensed insurance agent in Arkansas.
Employment History
Current Registrations
Dickinson Barnum Investment Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations6 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.