Frederick Timm is a registered investment advisor at Timm Financial Services, based in Poughkeepsie, NY, with 8 years of industry experience. Frederick 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 5 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
2 Austin Ct., Poughkeepsie, NY, 12603
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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
Frederick is the owner of Fred Timm CPA, providing tax and accounting services since 2016. This takes nearly full-time during tax season and about half his time during trading hours.
Employment History
Current Registrations
Timm Financial Services
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Leaders Group, INC.Broker
Allstate Financial Services, LLCBroker
Signator Investors, INC.Broker
Ameriprise Financial Services, INC.Broker
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.