Timothy Trier
Timothy Trier is a registered investment advisor at Lord and Richards, based in Highlands Ranch, CO, 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 High Net Worth, Investment Management. Their firm serves 1,228 clients with $130M 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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
8744 Lucent Blvd Suite 100, Highlands Ranch, CO, 80126
Get directionsHistory
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 ActivitiesSells Insurance
Timothy works as a financial advisor at Lord & Richards, focusing on investments, insurance, and annuities since July 2023. He dedicates about 10-20% of his time to this role, with a few hours per week during security trading hours, focusing on client relationships and new business.
Employment History
Current Registrations
Lord and Richards
Previous Registrations
Ae Wealth Management, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.