Timothy Starkey
Timothy Starkey is a CFP, ChFC-designated registered investment advisor at Liftpoint Family Wealth Advisors, LLC, based in Far Hills, NJ, with 23 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 64 clients with $190M 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 $1000K | 1.10% |
| $1000K - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | Included |
Fees are negotiable for amounts over $50,000,000. The firm can also negotiate a fixed annual rate in lieu of the above fee schedule.
Fee Estimator
Location
49 Us Highway Route 202, Suite 13A, Office #8, Far Hills, NJ, 07931
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 operates Starkey Financial Partners and StoneKey Advisors Family Wealth Management as DBAs for his LPL business. He also provides investment advisory services through NewEdge Advisors, dedicating about a quarter of his time to each of these investment-related activities, and spends minimal time on non-variable insurance.
Employment History
Current Registrations
Liftpoint Family Wealth Advisors, LLC
Previous Registrations
Newedge Advisors
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.