Timothy Pearce
Timothy Pearce is a CFP-designated registered investment advisor at One Wealth Capital Management, LLC, based in Chicago, IL, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 261 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Management charges an annual fee based on a percentage of the assets they manage. The exact fee is agreed upon in advance and may be negotiable. The fee is billed monthly based on the average daily balance of your account. One Wealth may use third-party investment advisors, and the total fee, including the third-party advisor's fee, will not exceed 2.00%.
Location
125 S Clark Street, Suite 1700, Chicago, IL, 60603
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 2023, dedicating a few hours per week to general insurance sales. He also owns rental real estate property in Chicago, spending minimal time on it.
Employment History
Current Registrations
One Wealth Capital Management, LLC
Previous Registrations
One Wealth Management
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.