Timothy Lourenco
Timothy Lourenco is a CFP-designated registered investment advisor at The Foundation Wealth Management, LLC, based in Fresno, CA, 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 Investment Management, Retirement Planning. Their firm serves 93 clients with $11M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. TFWM also offers management services through FTJ FundChoice with the same fee schedule. FTJ FundChoice also charges additional fees for administration, account maintenance, and strategist fees.
Fee Estimator
Location
Fresno, CA
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 an independent insurance agent since 2017, selling group benefits, medical/non-medical insurance, fixed life and annuities, disability insurance (DI), and long-term care insurance (LTC). This activity takes about 10-20% of his time.
Employment History
Current Registrations
The Foundation Wealth Management, LLC
Previous Registrations
The Foundation Wealth Management, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations1 state
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