Timothy Mcgregor is a CFA-designated registered investment advisor at Riverbend Capital Advisors, LLC, based in Chicago, IL, 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 Investment Management. Their firm serves 216 clients with $820M 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 $5.0M | 0.25% |
| $5.0M - $10.0M | 0.23% |
| $10.0M - $25.0M | 0.20% |
| $25M+ | 0.15% |
Fee is negotiable. Clients of certain advisors may have their fee charged on the average daily balance of their accounts in the current quarter, rather than on account values at the end of the quarter.
Fee Estimator
Location
191 N. Wacker Drive, Suite 875, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Riverbend Capital Advisors, LLC
State Registrations1 state
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