Timothy Moy
Timothy Moy is a registered investment advisor at Aventura Capital Management, LLC, based in Boca Raton, FL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 127 clients with $58M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable, but may be in certain circumstances.
Fee Estimator
Location
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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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 Activities
Timothy is a co-portfolio manager at FlexMark Strategic Partners, LLC since May 2018. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Aventura Capital Management, LLC
Aventura Securities, LLC
Aventura Securities, LLCBroker
Previous Registrations
Aventura Capital Management, LLC
State Registrations11 states
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