Timothy Webb
Timothy Webb is a registered investment advisor at Iolite Asset Management, based in Crown Point, IN, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range between 0.25% and 1.25% per year depending on the specific program. Specific strategies have set rates: ETF Advisor at 0.25%, MAP Select, Strategic Knight, and Global Equity Income at 0.50%, Strategic Knight with Hedge Overlay at 0.60%, and Triple Income Options and Concentrated High-Growth at 0.90%. Fees are negotiable.
Fee Estimator
Location
123 N Main St, Suite 203, Crown Point, IN, 46307
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 involved in 401k business through an insurance license and fixed insurance sales. He is also a 33% owner of Know Your Options, LLC, doing business as RCM Wealth Advisorsm RCM Access, RCM Corporate Benefits, and RCM Financial Services.
Employment History
Current Registrations
Iolite Asset Management
Rcm Wealth Advisors
Previous Registrations
Brokersxpress LLC
Citigroup Global Markets INC.
Citicorp Investment Services
A. G. Edwards & Sons, INC.
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.
Exams
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