TB
CFP
TB
CFP

Timothy Ross Bacus

7 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
355 clients
Average Client Portfolio
$410K average
Assets Under Management
$145.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$100
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Location

207 S. Mclean Street, Lincoln, IL, 62656-2858

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Timothy works as an accountant for J.M. Abbott & Associates, dedicating about half of his time to this role. He prepares tax returns, financial statements, performs audits, and assists clients in tax planning.

Employment History
Current Registrations
Pacesetter Financial Group, L.L.C.
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
June 2017 - October 2017 · 4 mos
Ameriprise Financial Services, INC.Broker
June 2017 - October 2017 · 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.