Timothy Milkwick
Timothy Milkwick is a CFP-designated registered investment advisor at Embark Wealth Management, LLC, based in Tempe, AZ, with 17 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 388 clients with $52M 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 | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K+ | 1.00% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
398 S Mill Avenue, Suite 302, Tempe, AZ, 85281
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 →Other Business ActivitiesSells Insurance
Timothy is a business retirement plan advisor for Accounting Fulfillment Services, LLC, spending about half of his time advising clients on tax and other benefits of business retirement plans. Timothy is also a licensed insurance agent.
Employment History
Current Registrations
Embark Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
1st Global Capital CORP.Broker
Fidelity Brokerage Services LLCBroker
First Investors CorporationBroker
State Registrations14 states
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