TK
TK

Timothy Alan Kershaw

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $750K2.10%
$750K - $2.0M1.60%
$2M+1.10%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Amerity Wealth Management, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Blacktower Financial Management (US) LLC
October 2021 - April 2023 · 1 yr 6 mos
Beacon Global Advisor Network, LLC
May 2021 - October 2021 · 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.