Loyd Timmons
Loyd Timmons is a registered investment advisor at Asset Management Strategies, INC., based in Frankfort, IN, with 15 years of industry experience. Loyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,038 clients with $210M 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% |
| $1M+ | 1.00% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above. In certain circumstances, client’s fees may be charged as a flat amount or per hour for specific services.
Fee Estimator
Location
Frankfort, IN
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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 ActivitiesSells Insurance
Loyd operates Timmons Financial Services as a DBA for his sole proprietorship, dedicating full-time hours to it during securities trading, and dealing with annuity and health insurance business. He also works with Central Indiana Wealth Advisors, spending a few hours per week.
Employment History
Current Registrations
Asset Management Strategies, INC.
Previous Registrations
Integrity Brokerage Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Center for Wealth Planning Advisors, INC
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.