Timothy Davis is a registered investment advisor at Netadvizor Wealth LLC, based in Jenks, OK, with 7 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 139 clients with $40M 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 - $2.0M | 0.84% |
| $2.0M - $3.0M | 0.74% |
| $3M+ | 0.65% |
Fee Estimator
Location
Jenks, OK
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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 ActivitiesSells Insurance
Timothy works as a Sales & Marketing Director for an accounting firm, dedicating about half of his time. He is also a licensed insurance agent, though not currently affiliated with a specific company.
Employment History
Current Registrations
Netadvizor Wealth LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, 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.