Timothy Alfieri
Timothy Alfieri is a registered investment advisor at Foguth Wealth Management, LLC., based in Traverse City, MI, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,259 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.
Location
457 Munson Ave, Traverse City, MI, 49686
Get directionsHistory
Regulatory History (2)
Financial
January 2018Financial
July 2017Other Business ActivitiesSells Insurance
Timothy is involved with Hudson Agency, LLC dba Hudson Wealth Management since 2015, focusing on investment-related activities, including insurance and annuity sales. This requires nearly full-time commitment.
Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
Creativeone Wealth, LLC
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
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.