Timothy Brown
Timothy Brown is a registered investment advisor at Four Quarters Capital, based in Lexington, KY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be lowered or waived during client onboarding, or may be discounted or waived for family and/or friends.
Fee Estimator
Location
424 Lewis Hargett Circle Suite 250, Lexington, KY, 40503
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 ActivitiesSells Insurance
Timothy is an independent insurance agent, offering life and health insurance services since January 2024. This activity involves reviewing and recommending policies, completing applications, and servicing policies, taking a few hours per week.
Employment History
Current Registrations
Four Quarters Capital
Previous Registrations
High Knoll Wealth Advisors, LLC
Money Concepts Advisory Service
Mutual of Omaha Investor Services, INC.
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.