Timothy Merrill is a registered investment advisor at Star Capital INC., based in Edina, MN, with 11 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 694 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Star Capital manages client accounts for a fee based on a percentage of the value of the investments. The fee ranges up to 2.00% per year, depending on the specific portfolio type, the size and complexity of the account, and the advisor assigned to the client.
Focused portfolio fees are charged based on the following schedules:
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Orion / Taurus / Sagittarius / Pisces
- $50,000 to $500,000: 2.00% per year
- $500,001 to $1,000,000: 1.85% per year
- $1,000,001 to $2,000,000: 1.75% per year
- Over $2,000,001: 1.50% per year
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Centaurus
- $25,000 to $250,000: 1.35% per year
- Over $250,000: 1.30% per year
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Gemini II
- $25,000+: 0.50% per year
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Star Capital Allocation Models
- First $2,000,000: 1.35% per year
- Over $2,000,001: 1.25% per year
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STAR Virgo Strategy
- 1% per year, plus a performance-based fee of 20% of profits exceeding a 5% semi-annual return.
Fees are negotiable. Account minimums apply to focused portfolios.
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.