Timothy Luttmers is a registered investment advisor at Hoainvest LLC, based in Palm Desert, CA, with 2 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2.00% annually and are based on the size of the client relationship, scope, and complexity. Clients also pay a $50 annual account fee for administrative expenses, which may be waived.
Fee Estimator
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
Get directionsHistory
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 an investment advisor representative (IAR) at Keystone Private Wealth, providing financial planning and portfolio management services since August 2024. This activity takes nearly full-time, with most of the time spent during trading hours.
Employment History
Current Registrations
Hoainvest LLC
Purshe Kaplan Sterling InvestmentsBroker
Keystone Private Wealth
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
State Registrations1 state
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
More Advisors
- Mark ThatcherHoainvest LLC
- Christopher Rick, CFPHoainvest LLC
- Michael Mortenson, CFPHoainvest LLC
- Allen Murray, CFPAmeriprise Financial Services, LLC
- Lee Eckel, CFPEckel Financial Advisors
- Justin Young, CFPWeisberg Capital Management