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Timothy Mcgukin

17 Years of Experience

Timothy Mcgukin is a registered investment advisor at Arkos Global Advisors, LLC, based in Houston, TX, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 418 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
418 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+1.00%

Fees above $5,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4400 Post Oak Pkwy, Ste. 1950, Houston, TX, 77027

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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
Arkos Global Advisors, LLC
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Lakeview Capital Partners, LLC
December 2016 - March 2020 · 3 yrs 3 mos
Second Phase Capital LLC
June 2015 - December 2017 · 2 yrs 6 mos
UBS Financial Services INC.
January 2007 - April 2013 · 6 yrs 3 mos
State Registrations1 state
GA
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.