TR
CFA · CFP
TR
CFA · CFP
About Timothy
Hello. I specialize in x
Compensation
Fee-Only (% of Portfolio)
Firm Size
37 advisors
Number of Clients
3,712 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.6B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Multiple client accounts are aggregated for fee calculation purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
One Technology Drive, Suite 100, Westborough, MA, 01581
Get directionsHistory
Regulatory History (1)
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Criminal
February 2011Final Disposition
Employment History
Current Registrations
Grimes & Company
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Natixis Distribution, LLCBroker
October 2011 - December 2021 · 10 yrs 2 mos
State Registrations3 states
MARITX
Advisor
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
No exam information available for this advisor.