TrueAdvisor
TrueAdvisor
TB
CFP · ChFC
TB
CFP · ChFC

Timothy Bartlett

Unique Wealth, LLC
18 Years of Experience
Tampa, FL
View SEC Summary
View SEC Summary

Timothy Bartlett is a CFP, ChFC-designated registered investment advisor at Unique Wealth, LLC, based in Tampa, FL, with 18 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 846 clients with $970M in assets under management.

Unique Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
846 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$965.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.65%
$100K - $500K1.25%
$500K - $800K1.00%
$800K - $1.0M0.85%
$1.0M - $3.5M0.75%
$3.5M - $5.0M0.72%
$5.0M - $10.0M0.60%
$10M+0.45%

Fees are negotiable. Certain assets are billed at separate flat rates: digital assets at 0.90%, fee-based annuities at 1.00%, structured notes/treasuries/cash/CDs at 0.60%, and custom bond portfolios at 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4830 W Kennedy Blvd, Ste 100, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Unique Wealth, LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
September 2015 - December 2019 · 4 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 2015 - March 2021 · 5 yrs 6 mos
Fifth Third Securities, INC.
February 2014 - September 2015 · 1 yr 7 mos
Fifth Third Securities, INC.Broker
February 2014 - September 2015 · 1 yr 7 mos
Metlife Securities INC.
October 2013 - February 2014 · 4 mos
Metlife Securities INC.Broker
September 2013 - February 2014 · 5 mos
Blackrock Investment Management, LLC
October 2008 - August 2012 · 3 yrs 10 mos
Blackrock Investments, LLCBroker
August 2008 - August 2012 · 4 yrs
Raymond James & Associates, INC.Broker
January 2007 - August 2008 · 1 yr 7 mos
State Registrations1 state
FL
Advisor

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.
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