Timothy Valentine is a CFP-designated registered investment advisor at Oneseven, based in Beachwood, OH, 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 Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is a licensed insurance professional, dedicating minimal time to this activity. He is also co-founder of Dirty Outdoors LLC, a hunting apparel company, and a brand ambassador for Rocky Brands Inc., Tactacam LLC, and Clenzoil, spending minimal time on these activities. Timothy spends about half his time as Private Wealth Advisor and CEO of Valentine Wealth Advisors LLC, focusing on payroll, bookkeeping, operations, and marketing.
Employment History
Current Registrations
Oneseven
Previous Registrations
Balanced Wealth Group LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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