Timothy Vail
Timothy Vail is a registered investment advisor at Vail Ridge Capital, LLC, based in Bellingham, WA, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 25 clients with $2.9M 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 $1.0M | 1.50% |
| $1M+ | 1.25% |
Also offers a fixed income fee schedule: $0-$2,000,000: 0.65%, $2,000,001 and higher: 0.45%. Fees for retirement plans are negotiable but never to exceed 1.5%.
Fee Estimator
Location
Bellingham, WA
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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
Timothy works as a site inspector for Collateral Specialists Inc., conducting inspections for insurance companies, banks, buyers, and sellers. He also serves as an arbitrator for FINRA and coaches high school golf, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Vail Ridge Capital, LLC
Previous Registrations
Cetera Advisors LLC
Pacific West Financial Consultants INC
Waddell & Reed, INC.
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.