Michael Timmons
Michael Timmons is a registered investment advisor at Credit Union Investment Services, based in Hendersonville, NC, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
1377 Asheville Hwy, Hendersonville, NC, 28791
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Michael works for State Employees' Credit Union as a Financial Advisory Services Specialist and is also an agent for SECU Life Insurance Company. He is also a musician, a real estate broker for SECU*RE, Inc., and a trust representative for Members Trust Company, dedicating minimal time to these roles.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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.