Timothy Bodnar is a registered investment advisor at Huron Investment Management, INC., based in Chicago, IL, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $24M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Advisory fees are negotiable and may differ if agreed upon by the client in writing. Fees will never exceed 1.5% AUM.
Fee Estimator
Location
420 W Huron St, Chicago, IL, 60654
Get directionsHistory
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
Huron Investment Management, INC.
Previous Registrations
Peregrine Diversified Investment Services CORP.
Liberty Partners Capital Management, LLC
Zacks Investment Management, INC.
State Registrations4 states
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.