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Timothy Mayer

6 Years of Experience
Manassas, VA
1 DisclosureSells Insurance

Timothy Mayer is a registered investment advisor at Primeaumayer Financial, based in Manassas, VA, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 96 clients with $49M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
96 clients
Average Client Portfolio
$511K average
Assets Under Management
$49.1M

Fee Structure

Minimum Investment:$500K

PrimeauMayer Advisors LLC uses third-party sub-advisors for investment management. The client pays the sub-advisor a fee, and PrimeauMayer receives a portion of that fee. For accounts held at SEI Private Trust Company, PrimeauMayer charges 1.00% annually, and SEI charges a platform fee of 0.30% to 1.25%. There is a $60 annual fee for accounts under $50,000 unless the household's combined managed accounts total $1,000,000 or more. For clients using Pontera to manage held-away accounts, PrimeauMayer charges 1.00% annually, billed quarterly in arrears, in addition to Pontera's 0.30% fee, billed quarterly in advance. For clients using The Pacific Financial Group, PrimeauMayer charges 0.75% of the client's total assets under management.

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Location

7900 Sudley Road, Suite 806, Manassas, VA, 20109

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History

Regulatory History (1)
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Customer Dispute
April 2023
Settled
Other Business ActivitiesSells Insurance

Timothy is the owner of Mayer Practice Limited Liability Company DBA Mayer Financial Solutions since 2016. He sells life and health insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Primeaumayer Financial
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Virtue Capital Management, LLC
March 2019 - January 2020 · 10 mos
State Registrations2 states
TXVA
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.