Timothy Brown is a registered investment advisor at Anderson Financial Strategies, LLC, based in Dayton, OH, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 241 clients with $350M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
2500 Stratacache Tower, 40 N Main St., Dayton, OH, 45423
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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
Timothy is the president of YYZ Properties, LLC, a real estate sales, rental, and property management company, since 2012. This activity is not investment-related.
Employment History
Current Registrations
Anderson Financial Strategies, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Cutter & Company, INC.
Cutter & Company, INC.Broker
Wells Fargo Advisors
Wells Fargo AdvisorsBroker
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.