Timothy Carroll
Timothy Carroll is a registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 15 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,560 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venture Visionary Partners' annual fee for investment management will not exceed 1.50% of the value of your portfolio. The specific fee depends on the amount you invest, the complexity of services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable.
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
Get directionsHistory
Regulatory History (1)
Criminal
January 2001Other Business ActivitiesSells Insurance
Timothy is the Vice President of BNI Prestige Partners, a non-profit organization, dedicating minimal time to this role. He also engages in incidental sales of fixed insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward Jones
Edward JonesBroker
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.