Timothy Pagliara is a registered investment advisor at Capwealth Advisors, LLC, based in Franklin, TN, with 44 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,198 clients with $2B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees listed are for investment advisory accounts. Fixed income accounts have a different fee schedule: Up to $1,000,000: 0.50%, $1,000,001 to $2,000,000: 0.45%, $2,000,001 to $3,500,000: 0.40%, $3,500,001 to $5,000,000: 0.35%, $5,000,000 +: 0.30%. Minimum annual account fee is $5,000. An annual administrative fee of $400 is also charged per account.
Fee Estimator
Location
4031 Aspen Grove Drive, Suite 600, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Employment History
Current Registrations
Capwealth Advisors, LLC
Previous Registrations
Capwealth Insights, LLC
Capwealth Insights, LLC
Capwealth Investment Services, LLCBroker
Nbc Securities, INC.
Nbc Securities, INC.Broker
Captrust Financial Advisors
Captrust Financial Advisors, LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations7 states
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