TS
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Timothy Stracco
3 Years of Experience
Shoreview, MN
1 Disclosure
Timothy Stracco is a registered investment advisor at Great Waters Financial, based in Shoreview, MN, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,627 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,627 clients
Average Client Portfolio
$759K average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts above $10,000,000. Fee for managing assets allocated to fee-only annuities will be 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4100 Lexington Ave N, Suite 100, Shoreview, MN, 55126
Get directionsHistory
Regulatory History (1)
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Criminal
August 2019Final Disposition
Employment History
Current Registrations
Great Waters Financial
September 2022 - Present · 3 yrs 8 mos
State Registrations2 states
MNTX
Advisor
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
No exam information available for this advisor.