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Timothy Horst
11 Years of Experience
Surprise, AZ
1 Disclosure
Timothy Horst is a registered investment advisor at Universal Wealth Management LLC, based in Surprise, AZ, with 11 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 145 clients with $28M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
145 clients
Average Client Portfolio
$193K average
Assets Under Management
$28.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10M+ | 0.80% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15331 W Bell Road, Ste 318, Surprise, AZ, 85374
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2018Closed-No Action
Employment History
Current Registrations
Universal Wealth Management LLC
February 2026 - Present · 2 mos
Previous Registrations
USAA Investment Management Company
January 2018 - December 2018 · 11 mos
USAA Financial Planning Services
October 2015 - January 2018 · 2 yrs 3 mos
USAA Financial Advisors, INC.Broker
January 2013 - December 2018 · 5 yrs 11 mos
Vanguard Marketing CorporationBroker
January 2007 - December 2012 · 5 yrs 11 mos
State Registrations1 state
AZ
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.