Timothy Stracco
Timothy Stracco is a CFP-designated registered investment advisor at Great Waters Financial, based in Shoreview, MN, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,627 clients with $1.2B 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 $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 are negotiable at the firm's discretion. Assets allocated to fee-only annuities are charged at a flat 1.00% annual rate.
Fee Estimator
Location
4100 Lexington Ave N, Suite 100, Shoreview, MN, 55126
Get directionsHistory
Regulatory History (1)
Criminal
August 2019Employment History
Current Registrations
Great Waters Financial
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.
Exams
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