Timothy Merrill is a registered investment advisor at Star Capital INC., based in Edina, MN, with 12 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 701 clients with $140M 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 | 2.00% |
Fees range up to 2.00% per year depending on strategy complexity, account size, and the portion allocated to the assigned representative. Fees are negotiable.
Fee Estimator
Location
200 Southdale Center, Edina, MN, 55435
Get directionsHistory
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 registered representative at Strategic Tax & Retirement. He also operates as a sole proprietor providing life and health insurance solutions, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Star Capital INC.
Previous Registrations
Next Financial Group, 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.
Exams
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