Timothy Tuschinski is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 1 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an aerospace and defense consultant through Tactical Edge Solutions, dedicating about 10-20% of his time to this endeavor. He also sells annuities and life insurance through Simplicity Group and as a registered insurance agent, spending about a quarter of his time on each of these insurance-related activities. Additionally, Timothy works for ManTech Intl, focusing on classified acquisitions and system engineering for the US Space Force, dedicating about half his time.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Advocate Wealth Solutions
State Registrations1 state
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