Timothy Whitmoyer is a registered investment advisor at Lountzis Asset Management, LLC, based in Wyomissing, PA, with 3 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 149 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Lountzis Asset Management may negotiate a lower fee based on certain criteria.
Fee Estimator
Location
60 Commerce Drive, Wyomissing, PA, 19610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lountzis Asset Management, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations2 states
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