Timothy Hole is a CFP-designated registered investment advisor at Baker Tilly Wealth Management, LLC, based in Tewksbury, MA, 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, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 753 clients with $5.2B 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 | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Maximum annual fee will not exceed 1.50%. Fees are negotiable based on portfolio size and complexity.
Fee Estimator
Location
1 Highwood Drive, Tewksbury, MA, 01876
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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 receives his salary and variable compensation from Baker Tilly Advisory Group, LP, the parent company of Baker Tilly Wealth Management, LLC. He dedicates all of his time to advisory services with Baker Tilly Wealth Management.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Previous Registrations
Mfa Asset Management, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations3 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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