Joshua Timmerman is a registered investment advisor at Impact Retirement Advisors, based in Robbinsdale, MN, with 1 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 156 clients with $700M 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 | 1.75% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $12.5M | 0.85% |
| $12.5M+ | 0.75% |
Fees are negotiable. In certain circumstances, a fixed fee for services may be offered as an option.
Fee Estimator
Location
Robbinsdale, MN
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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 →Employment History
Current Registrations
Impact Retirement Advisors
Previous Registrations
Allianz Life Financial Services, LLCBroker
State Registrations1 state
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