Timothy Schott is a PFS-designated registered investment advisor at Aton Advisors, LLC, based in Marana, AZ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 72 clients with $120M 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 | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Rate is negotiable. Different account service levels exist based on assets under management.
Fee Estimator
Location
Marana, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aton Advisors, LLC
Previous Registrations
Strongwater Schott, LTD.
AXA Advisors, LLC
State Registrations4 states
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