Timothy Slothower
Timothy Slothower is a CFP-designated registered investment advisor at Grace Financial Advisors LLC, based in Newtown Square, PA, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 69 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household.
Fee Estimator
Location
Newtown Square, PA
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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 independent insurance agent since 2005, offering insurance products and services, dedicating about 10% of his time. He is also the CFO of Keener Kraftsmen LLC, a general contracting business, spending minimal time on this activity.
Employment History
Current Registrations
Grace Financial Advisors LLC
Previous Registrations
Harbor Financial Services, LLC
Harbor Financial Services, LLCBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Princor Financial Services CorporationBroker
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.