Timothy Fliam is a CFP-designated registered investment advisor at Edward Jones, based in Fenton, MI, with 11 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
113 Mill St Suite A, Fenton, MI, 48430
Get directionsHistory
Regulatory History (2)
Criminal
September 2020Criminal
July 2003Other Business Activities
Timothy is a landlord for a rental property since 2015 and a Hospital Corpsman in the Navy Reserves since 2007, dedicating minimal time to each. He also works as a high school football official during the season, spending a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
MML Investors Services, LLCBroker
State Registrations19 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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