Timothy Nash is a registered investment advisor at Evergreen Wealth, based in Naples, FL, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 679 clients with $1.2B 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 $150K | 1.40% |
| $150K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.3M | 1.00% |
| $1.3M - $1.8M | 0.90% |
| $1.8M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. For any household below our minimum of $100,000 each account will be assessed a $55 annual maintenance fee.
Fee Estimator
Location
2400 Tamiami Trail North, Suite 403, Naples, FL, 34103
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 the President and CEO of Nash Innovations, LLC, managing intellectual property, dedicating minimal time. He is also an independent insurance agent selling fixed products, spending minimal time on this activity.
Employment History
Current Registrations
Evergreen Wealth
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
March Capital CORP.Broker
Foreside Fund Services, LLCBroker
Alps Distributors, INC.Broker
March Capital CORP.Broker
Man Investments INC.Broker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations3 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.