Timothy Harker is a registered investment advisor at Bxm Wealth LLC, based in Englewood, CO, with 15 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 61 clients with $230M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
8310 S Valley Highway, Suite 300, Bxm Wealth, Englewood, CO, 80112
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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 →Employment History
Current Registrations
Bxm Wealth LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
PNC Investments
PNC InvestmentsBroker
Cig Asset Management, INC.
Cig SecuritiesBroker
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.