Timothy Durbin
Timothy Durbin is a registered investment advisor at Private Wealth Asset Management, based in St. Louis, MO, with 5 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, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 559 clients with $2.5B 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 | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable and actual fees paid may differ. Philanthropic accounts and fixed income accounts (90%+ allocation) have separate fee schedules.
Fee Estimator
Location
1 N. Brentwood Blvd., Suite 720A, St. Louis, MO, 63105
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 a licensed insurance agent since May 2023, selling accident, health, sickness, and life insurance through Private Wealth Asset Management. This activity requires a few hours per week, including time during trading hours.
Employment History
Current Registrations
Private Wealth Asset Management
Previous Registrations
PNC Investments
State Registrations1 state
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
More Advisors
- Michael Follis, CFPMoneta Group Investment Advisors, LLC
- Bryan Hebron, CFPMoneta Group Investment Advisors, LLC
- David Wickenhauser, CFA, CFPEdward Jones
- Andrew Phipps, CFPDetalus Advisors, LLC
- Samuel Elmore, CFANisa Investment Advisors, LLC
- Nicholas Stork, CFPWells Fargo Advisors