Timothy Fontaine
Timothy Fontaine is a CFP-designated registered investment advisor at Kershner, Grosso & CO., based in Saratoga Spring, NY, with 5 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, Retirement Planning. Their firm serves 570 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be waived or reduced at Kershner Grosso's discretion.
Fee Estimator
Location
480 Broadway, Ste 310, Saratoga Spring, NY, 12866-2285
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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 is a licensed insurance agent and may offer clients advice or products related to this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest.
Employment History
Current Registrations
Kershner, Grosso & CO.
Previous Registrations
Ascent Wealth Partners, LLC
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.