Timothy Smith is a CFP-designated registered investment advisor at Two Twelve Planning, INC., based in Senoia, GA, with 13 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 89 clients with $20M 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 $100K | 1.25% |
| $100K - $300K | 1.15% |
| $300K - $600K | 1.05% |
| $600K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.65% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts above $10,000,000.
Fee Estimator
Location
6855 E Hwy 16, Ste 105, Senoia, GA, 30276
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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
Two Twelve Planning, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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