Timothy Connolly is a CFP-designated registered investment advisor at Yeske Buie INC., based in San Francisco, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 469 clients with $1.1B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are charged quarterly in arrears based on the market value of assets under management at the end of the calendar quarter.
Fee Estimator
Location
220 Montgomery St, Ste 900, San Francisco, CA, 94104
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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 Activities
Timothy works as a waiter/busser at Johnny Foley's Irish House, a restaurant, providing as-needed support. This requires minimal time and is not investment-related.
Employment History
Current Registrations
Yeske Buie INC.
Previous Registrations
Griffin Black, INC.
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.
Exams
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