TM
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Tim Mcdonald
20 Years of Experience
Bermuda Dunes, CA
1 DisclosureBrokerSells Insurance
Tim Mcdonald is a registered investment advisor at VALIC Financial Advisors, INC., based in Bermuda Dunes, CA, with 20 years of industry experience. Tim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location
Bermuda Dunes, CA
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
July 2024Other Business ActivitiesSells Insurance
Tim works as an agent for AGIA selling non-securities insurance products. This activity requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2006 - Present · 20 yrs 2 mos
VALIC Financial Advisors, INC.
October 2005 - Present · 20 yrs 11 mos
VALIC Financial Advisors, INC.Broker
October 2005 - Present · 20 yrs 11 mos
State Registrations7 states
AZCAIDMINHORTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.