Timothy Power is a registered investment advisor at Balance Wealth, based in Worthington, OH, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 553 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Standard asset-based fees generally range from 0.40% to 1.20% annually. Fees are negotiable.
Fee Estimator
Location
5701 North High Street, Suite 100, Worthington, OH, 43085
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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 is an insurance agent since 2009, dedicating a few hours per week to insurance sales. He also works as an artist since 2015, dedicating about 10-20% of his time to operations and sales duties.
Employment History
Current Registrations
Balance Wealth
Previous Registrations
Wealthsource®
Surepath Wealth Management
Eagle Strategies LLC
Blackrock Financial Management, 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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