Timothy Rosen
Timothy Rosen is a registered investment advisor at Financial Compass Investment Services, INC, based in Springfield, TN, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Compass Investment Services (FCIS) does not directly manage client investments. Instead, FCIS recommends third-party managers (TPMs) like Matson Money and Efficient Advisors.
With Matson Money, FCIS's fee is a maximum of 0.50% to 1.34% of your portfolio per year, which is negotiable. Matson Money deducts the fees from your account. Matson Money also receives fees of 0.50% per year on the average net assets of each series of the Matson Fund.
With Efficient Advisors, the maximum annual fee is 1.34%, with Efficient retaining 0.35%. This fee is also negotiable. Efficient deducts the fees from your account monthly.
Location
Springfield, TN
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Regulatory History (1)
Financial
November 2016Employment History
Current Registrations
Financial Compass Investment Services, INC
State Registrations5 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.