Timothy Erwin is a registered investment advisor at World Equity Group, INC., based in Sparks, NV, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
Sparks, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy works as a site manager at Colorite Plastics, managing personnel and operations since 2011. This activity is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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