Timothy Turley
Timothy Turley is a registered investment advisor at Ascend Investment Management, LLC, based in Pleasant Grove, UT, with 9 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 2 more. Their firm serves 27 clients with $1.5M 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 $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Annual fee may be negotiable depending on the types of investments and degree of involvement required for client’s circumstances. Accounts within the same household may be combined for a reduced fee. Ascend Investment Management also uses subadvisors, and the total combined fee for Ascend Investment Management and the subadvisor will not exceed 2.00% annually. Fees for models managed by subadvisors are 0.50%.
Fee Estimator
Location
Pleasant Grove, UT
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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 involved in several business activities, including insurance sales, mortgage loan origination, online instruction, and online retail. He dedicates a significant amount of time to KBN, LLC as an insurance agent and mortgage loan originator, and also works as an insurance agent for Redirect Health and DFS Marketing, Inc.
Employment History
Current Registrations
Ascend Investment Management, LLC
Previous Registrations
Verity Asset Management
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Partners for Prosperity, INC.
Equitrust Marketing Services, LLCBroker
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.