Timothy Doehrmann
Timothy Doehrmann is a CFP-designated registered investment advisor at Eagle Ridge Wealth Advisors, based in Morton, IL, with 15 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, Charitable Giving, Education Planning, Estate Planning, and 6 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 $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Households with accounts over $500,000 use a blended fee schedule starting at 1.0% for the first $1,000,000. Accounts under $500,000 are charged 1.5%. Select qualified clients may also be subject to a performance-based fee of 20% of gains subject to a high-water mark.
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
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
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