Timothy Bickmore
Timothy Bickmore is a CFP-designated registered investment advisor at Leach, Bickmore & Weiss Wealth Management, LLC, based in Madison, WI, 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 292 clients with $120M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. The firm also offers Asset Management services with fees based on a tiered schedule or a flat percentage, not exceeding 1% annually.
Fee Estimator
Location
6410 Enterprise Lane, Suite 120, Madison, WI, 53719
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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 →Other Business Activities
Timothy is a managing member of HyphaWay, LLC, a financial planning SaaS company, and LBW Consulting, LLC, a business consulting company. He spends a few hours per week on each of these ventures.
Employment History
Current Registrations
Leach, Bickmore & Weiss Wealth Management, LLC
Previous Registrations
Poehling Capital Management, INC.
Heck Capital Advisors, LLC
State Registrations3 states
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