Timothy Chambliss is a registered investment advisor at Axius Advisors LLC, based in Saint Charles, MO, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,231 clients with $620M 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 $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Firm lists two alternative fee schedules in its brochure (one starting at 1.25% and one starting at 1.75%). The primary schedule starting at 1.25% is used here. Fees are generally negotiable.
Fee Estimator
Location
2085 Blue Stone Drive, Saint Charles, MO, 63303
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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 an advisory representative of a Registered Investment Advisor (RIA) and a Registered Representative of Cambridge Investment Research, spending nearly full-time on these activities. He also operates under the DBA name Axius Financial as an Investment Advisor Representative (IAR).
Employment History
Current Registrations
Axius Advisors LLC
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Edward Jones
Edward JonesBroker
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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