Timothy Szymanski
Timothy Szymanski is a registered investment advisor at Forty North Wealth, based in Greenwood Village, CO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 534 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Location
6500 S. Quebec Street, Suite 300, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2010Other Business ActivitiesSells Insurance
Timothy is the president and owner of Avalon Retirement Specialists, selling life/health insurance and annuities. He also works as a computer science tutor and artificial intelligence consultant, dedicating about 10-20% of his time to each of these roles.
Employment History
Current Registrations
Forty North Wealth
Previous Registrations
Ntb Advisors, a Division of Ntb Financial Corporation
Neidiger, Tucker, Bruner, INC.Broker
Dynasty Capital Management, INC
Dynasty Capital Partners, INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
Madison Avenue Advisors, INC.
State Registrations2 states
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.