Timothy Davis
Timothy Davis is a registered investment advisor at Kleinfelder Capital, INC., based in Cincinnati, OH, 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 Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 498 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
8050 Hosbrook Road, Suite 200, Cincinnati, OH, 45236
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Timothy is the president of Fire Island Media, focusing on photography and photo books, and Avalon Consulting Group, a business consulting firm. He also works as an independent insurance agent for life, health, long-term care, and variable annuities, and serves as the Director of Finance for Villa Madonna Academy, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Kleinfelder Capital, INC.
Previous Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
MML Investors Services, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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