Timothy Smith is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in Waco, TX, with 2 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 600 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.
Fee Estimator
Location
Waco, TX
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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 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
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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