Timothy Doehrmann
Timothy Doehrmann is a CFP-designated registered investment advisor at Eagle Ridge Wealth Advisors, based in Morton, IL, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 53 clients with $52M 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 - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee for households with accounts over $500,000. Households with accounts under $500,000 pay 1.5%.
Fee Estimator
Location
Morton, IL
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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 ActivitiesSells Insurance
Timothy has been an insurance agent selling insurance for various carriers since 2002. He also works as an aerospace maintenance technician for the Illinois Air National Guard since 1997.
Employment History
Current Registrations
Eagle Ridge Wealth Advisors
Previous Registrations
Waddell & Reed, INC.
State Registrations1 state
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