Timothy Kadlec
Timothy Kadlec is a registered investment advisor at Legacy Bridge Private Family Offices, based in West Des Moines, IA, with 10 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Bridge's fees for investment management are negotiated based on the size and type of the relationship, the complexity of investments, and the services provided. The fees generally represent a maximum of 1% of the assets they manage. Legacy Bridge generally requires clients to pay a minimum fee of $100,000 annually, but will consider accounts that pay less at their discretion. They also offer performance-based fee arrangements for certain clients.
Location
4601 Westown Parkway, Suite 220, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Legacy Bridge Private Family Offices
State Registrations1 state
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