Timothy Kaley
Timothy Kaley is a registered investment advisor at Gradient Advisors, LLC, based in Bloomington, MN, 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. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
7900 Xerxes Avenue South, Suite 920, Bloomington, MN, 55431
Get directionsHistory
Regulatory History (1)
Criminal
January 2004Other Business ActivitiesSells Insurance
Timothy is the owner of Kaley Financial Group, LLC, offering wealth management, retirement planning, and insurance sales. He is also a member of the Twin Cities North Chamber of Commerce, assisting in business promotion.
Employment History
Current Registrations
Gradient Advisors, LLC
State Registrations3 states
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.