Timothy Short
Timothy Short is a registered investment advisor at Welcome Home Wealth Advisors LLC, based in North Chesterfield, VA, with 4 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 214 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Welcome Home Wealth Advisors offers investment management services. The annual advisory fee is up to 1.5% of the value of your portfolio, and this fee is negotiable.
Welcome Home Wealth Advisors also refers clients to third-party managers like Gradient Investments and Advisors Capital Management. Fees for these managers vary depending on the portfolio type and are negotiable. For example, Gradient Investments' Strategic Portfolios charge 2.00% annually, while Preservation Portfolios charge 1.00%. Welcome Home Wealth Advisors receives a portion of these fees.
Location
222 North Arch Road, North Chesterfield, VA, 23236
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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 insurance agent with WPI Holdings dba Welcome Home Financial Partners, selling various insurance products since 2014. This takes about 10-20% of his time.
Employment History
Current Registrations
Welcome Home Wealth Advisors LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations2 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.