Timothy Voorhees
Timothy Voorhees is a registered investment advisor at Tax Efficient Asset Management Solution, INC., based in Costa Mesa, CA, with 41 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 103 clients with $110M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.85% |
The above fee schedule is for clients working with CPA and other third party firms. Standard investment management fees are: - 1.00% annually on the first $2,000,000 - 0.85% annually on assets between $2,000,000 and $5,000,000 - 0.75% annually on assets between $5,000,000 and $10,000,000 - 0.60% annually on assets between $10,000,000 and $25,000,000 - 0.55% annually on assets over $25,000,000
Fee Estimator
Location
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History (1)
Regulatory
September 1979Other Business ActivitiesSells Insurance
Timothy provides mediation services and resources to churches, dedicating minimal time to these activities. He is also involved with a law firm and several entities related to financial planning, asset management, insurance services, and technology licensing, including Integrated Design Insurance Services, Inc. which coordinates insurance placements.
Employment History
Current Registrations
Tax Efficient Asset Management Solution, INC.
Previous Registrations
Pacific Cornerstone Capital IncorporatedBroker
Select Portfolio Management INC
Securities Equity GroupBroker
Family Office Services, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
NFP Securities, INC.Broker
Private Consulting Group, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Jmb Securities CorporationBroker
Dean Witter Reynolds INC.Broker
J. P. Holdahl & Assoc., INC.Broker
Anthony Investment CO.Broker
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.