Timothy Smith is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Waco, TX, 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 565 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPg Family Wealth Advisory's investment advisory fees are based on the value of your portfolio and range from 0.25% to 1.50% per year. The exact fee is negotiated based on the size and complexity of your account. Some clients may have different fee schedules. If FWA uses third-party investment managers, the total fee you pay, including FWA's fee and the manager's fee, will generally not exceed 2.50% annually.
Location
Waco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy manages a resource center at Calvary Community Church, selling Christian gifts, books, and resources. This activity takes about half of his time.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
State Registrations2 states
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