Timothy Stiffler
Timothy Stiffler is a registered investment advisor at Compton Wealth Advisory Group, LLC, based in Virginia Beach, VA, with 9 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 231 clients with $720M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fee schedule applies to accounts held at Charles Schwab. Annual investment advisory fee for account(s) held at American Funds and annuities held at Nationwide will be charged 0.80%. American Funds 529 Plan accounts will be charged 0.50%. Corporate cash accounts follow a separate tiered fee schedule.
Fee Estimator
Location
1 Columbus Center, 283 Constitution Drive, Suite 100, Virginia Beach, VA, 23462
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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 a limited member of Three Legs LLC, sole member of Monitor Capital LLC, and a passive partner in Windjammer Investment Associates LLC and LaPlaya Investment Associates LLC. These entities are used for holding real estate and private investments.
Employment History
Current Registrations
Compton Wealth Advisory Group, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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