Timothy Higgs is a registered investment advisor at Delta Capital Management, based in Lodi, CA. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Delta Capital Management offers three tiers of ongoing financial planning services, paid monthly:
- Starter - $150/month: Includes comprehensive planning, budgeting, student loan/debt repayment planning, investment recommendations for employer retirement accounts, rebalancing advice, and quarterly meetings.
- Wealth Builder - $275/month: Includes all Starter services, plus annuity planning and tax-aware investment and planning strategies.
- Legacy Builder - $400/month: Includes all Wealth Builder services, plus review and coordination of estate planning documents with the client’s attorney.
Location
Lodi, CA
Get directionsHistory
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
Delta Capital Management
State Registrations1 state
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.