Timothy Bacus is a CFP-designated registered investment advisor at Pacesetter Financial Group, L.L.C., based in Lincoln, IL, with 8 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, Investment Management, Retirement Planning. Their firm serves 371 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
371 clients
Average Client Portfolio
$460K average
Assets Under Management
$170.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Fee schedule is for a Diversified Portfolio. Fixed Income Portfolios are charged 0.40% on all amounts. Fees may be negotiable in special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 10 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

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.

Exams
No exam information available for this advisor.