TH
PFS
TH
PFS

Timothy Hughes

11 Years of Experience
Glen Cove, NY
May Earn Commission

Timothy Hughes is a PFS-designated registered investment advisor at American Wealth Administration Group LLC, based in Glen Cove, NY, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 159 clients with $47M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
159 clients
Average Client Portfolio
$294K average
Assets Under Management
$46.7M

Fee Structure

Planning is included in investment management (also available separately)

AWAG charges an annual investment advisory fee ranging from 0.20% to 3.50% of your portfolio, depending on the size of your relationship and the complexity of services. Fees are paid quarterly in advance, based on the market value of your portfolio at the end of the prior quarter. Fees may be negotiable. AWAG may also adjust or suspend fees during hardship or extraordinary circumstances.

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Location

50 Glen Cove Street, Glen Cove, NY, 11542

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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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Other Business Activities

Timothy owns and operates Timothy J. Hughes, CPA, LLC, providing accountancy services to business owners and individuals. This sole proprietorship occupies nearly all of Timothy's time.

Employment History
Current Registrations
American Wealth Administration Group LLC
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
United Advisors
April 2014 - May 2017 · 3 yrs 1 mo
State Registrations1 state
NJ
Advisor

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.
Timothy Hughes - Financial Advisor | TrueAdvisor