Timothy Killea is a CFP-designated registered investment advisor at Fisher Investments, based in West Chester, PA, 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 High Net Worth, Investment Management. Their firm serves 199,922 clients with $390B 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 $25.0M | 0.85% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.80% |
Rates vary by investment strategy. The schedule shown reflects standard rates for core global equity strategies. Other strategies have different schedules, and fees for amounts above certain thresholds are negotiable.
Fee Estimator
Location
West Chester, PA
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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 →Employment History
Current Registrations
Fisher Investments
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Nuveen Securities, LLCBroker
Incapital Insurance Services, LLCBroker
Incapital LLCBroker
Realty Capital Securities, LLCBroker
John Hancock Distributors LLCBroker
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.
Exams
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