Timothy Connolly is a CFP-designated registered investment advisor at Yeske Buie INC., based in Vienna, VA, with 3 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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% |
Fee Estimator
Location
301 Maple Avenue West, Suite 600, Vienna, VA, 22180
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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
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