Timothy Giguere
Timothy Giguere is a registered investment advisor at Richard P. Doleva & Associates, based in East Longmeadow, MA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 264 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable based on prior relationships and related account holdings.
Fee Estimator
Location
180 Denslow Rd, Suite 7, East Longmeadow, MA, 01028
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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 →Employment History
Current Registrations
Richard P. Doleva & Associates
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
State Registrations1 state
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