Timothy Ellis is a CFP, PFS-designated registered investment advisor at Rbg Wealth Advisors LLC, based in Memphis, TN, 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 80 clients with $150M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. Calculated using the value of assets on the last business day of the prior billing period.
Fee Estimator
Location
5100 Wheelis Dr, Suite 211, Memphis, TN, 38117
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 Activities
Timothy is a member and tax matters partner at Grace & James Kids, LLC, an e-commerce manufacturer and retailer of children's clothing, since 2015. He dedicates minimal time to this activity, primarily for tax preparation and compliance.
Employment History
Current Registrations
Rbg Wealth Advisors LLC
Previous Registrations
Waddell & Associates, LLC
Waddell & Associates INC
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.
Exams
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