Timothy Iseler is a CFP-designated registered investment advisor at Iseler Financial, based in Durham, NC, 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 Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 42 clients with $5.2M 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 $100K | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are based on a straight tier; all accounts are charged a single rate that declines as asset levels increase. The firm will attempt to aggregate accounts for the same household for the benefit of discounting your asset-based fee.
Fee Estimator
Contact
Timothy Iseler
Location
Durham, NC
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 works as a self-employed audio engineer and musician, and as a consultant for software companies. Both activities take about 10-20% of his time each month after traditional business hours.
Employment History
Current Registrations
Iseler Financial
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.