Timothy Woodhouse is a registered investment advisor at Aries Wealth Management, LLC, based in Portland, ME, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 203 clients with $530M 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 | 1.25% |
| $1M+ | 0.75% |
These fees apply to the Asset Management service. The Comprehensive Portfolio Management service has a different fee schedule: 1.35% on assets from $250,000 to $1,000,000 and 0.85% on assets over $1,000,000. Fees are negotiable.
Fee Estimator
Location
70 Center Street, 2nd Floor, Portland, ME, 04101
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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 a finance committee member of Shalom House Inc, a non-profit organization, providing guidance and dedicating minimal time to the organization. He does not have direct account authority over investments or cash.
Employment History
Current Registrations
Aries Wealth Management, LLC
Previous Registrations
Cribstone Capital Management, LLC
State Registrations1 state
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