Timothy Whitsett is a registered investment advisor at Corevision Financial Group, based in Shelbyville, IN. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 771 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
coreVISION charges an annual fee based on the value of your portfolio, up to 1.75%. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with coreVISION. Fees are paid quarterly in advance. coreVISION may use independent managers, and a portion of your fee will be provided to coreVISION based on their agreement.
Location
2177 Intelliplex Dr. Ste 201, Shelbyville, IN, 46176
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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
Corevision Financial Group
Previous Registrations
Independent Advisor Alliance, LLC
State Registrations1 state
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