Timothy Wyand
Timothy Wyand is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Yarmouth, ME, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
701 US Route 1, Unit 4, Yarmouth, ME, 04096
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2016Other Business Activities
Timothy provides administrative support to Flagship Harbor Advisors, LLC, an independent investment advisor firm, dedicating full-time hours to this activity. He also operates Shepard Financial, LLC as a DBA for his LPL business and Three Pines Capital, LLC for tax/investment purposes, dedicating full-time hours to the latter.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Layline Advisors
Citigroup Global Markets INC.Broker
Bear, Stearns & CO. INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.