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CFP

Timothy Bolinski

Cliftonlarsonallen Wealth Advisors, LLC
13 Years of Experience
King of Prussia, PA
Broker
View SEC Summary
View SEC Summary

Timothy Bolinski is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in King of Prussia, PA, with 13 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 7,354 clients with $14B in assets under management.

Cliftonlarsonallen Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
7,354 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$14.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Standard fee for Core clients (accounts of $2M or less at inception) is a flat 1.10%. Non-Core clients use the tiered schedule above. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

150 S Warner Road, Suite 310, King of Prussia, PA, 19406

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
May 2018 - Present · 8 yrs 5 mos
Cliftonlarsonallen Wealth Advisors, LLCBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Janney Montgomery Scott LLC
March 2017 - May 2018 · 1 yr 2 mos
Janney Montgomery Scott LLCBroker
July 2015 - May 2018 · 2 yrs 10 mos
Susquehanna SecuritiesBroker
December 2014 - July 2015 · 7 mos
Susquehanna Capital GroupBroker
July 2013 - April 2015 · 1 yr 9 mos
State Registrations5 states
MDNJNYPAVA
AdvisorBrokerBoth

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.
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