Timothy Pagliara
Timothy Pagliara is a registered investment advisor at Capwealth Advisors, LLC, based in Franklin, TN, with 45 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,429 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% |
Fixed-income only accounts have separate rates ranging from 0.50% down to 0.30%. Minimum annual fee of $5,000 applies. Fees are negotiable.
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
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
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