Timothy Streufert is a registered investment advisor at Private Financial Counseling, based in Los Angeles, CA, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 254 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.0M | 1.00% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. Schedule shown is for Equity and Balanced Portfolios. Fixed Income Portfolios have a different schedule: First $10M: 0.60%, Next $5M: 0.50%, Next $15M: 0.40%, Over $35M: 0.30%
Fee Estimator
Location
1901 Avenue of the Stars, 11th Floor, Los Angeles, CA, 90067-6002
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 the Founder, Principal, and CCO of NinePointTwo Capital, LLC, a registered investment advisor, since 2020. This takes about 10-20% of his time, including during securities trading hours.
Employment History
Current Registrations
Private Financial Counseling
Ninepointtwo Capital LLC
State Registrations2 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.