Timothy Pope
Timothy Pope is a CFP-designated registered investment advisor at 360 Aviation Advisors, LLC, based in Huntersville, NC, with 11 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, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $7.1M 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 $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.35% |
Annual fees are negotiable. Clients with more than $3,000,000 in Assets Under Management receive Ongoing financial planning at no additional cost.
Fee Estimator
Location
9541 Julian Clark Ave, Ste 203, Huntersville, NC, 28078
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 hosts a financial planning podcast called "Pilot's Portfolio" and works as an independent insurance agent selling life insurance. He spends a few hours per week on each activity.
Employment History
Current Registrations
360 Aviation Advisors, LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
PNC Investments
PNC InvestmentsBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations5 states
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.