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Timothy Voorhees

Tax Efficient Asset Management Solution, INC.
41 Years of Experience
Newport Beach, CA
1 DisclosureSells Insurance
View SEC Summary
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Timothy Voorhees is a registered investment advisor at Tax Efficient Asset Management Solution, INC., based in Newport Beach, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 87 clients with $150M in assets under management.

Tax Efficient Asset Management Solution, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
87 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$148.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.30%
$5.0M - $10.0M1.15%
$10.0M - $25.0M1.00%
$25M+0.85%

Rates shown are for the higher tier when working with CPAs and third-party firms. Standard management fee schedule ranges from 0.55% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4590 Macarthur Blvd, Suite 175, Newport Beach, CA, 92660

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1979
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
December 2008 - Present · 17 yrs 10 mos
Previous Registrations
Pacific Cornerstone Capital IncorporatedBroker
December 2009 - December 2011 · 2 yrs
Select Portfolio Management INC
September 2007 - August 2008 · 11 mos
Securities Equity GroupBroker
September 2007 - December 2007 · 3 mos
Family Office Services, INC.
May 2006 - November 2010 · 4 yrs 6 mos
Valmark Advisers, INC.
October 2003 - December 2005 · 2 yrs 2 mos
Valmark Securities, INC.Broker
July 2002 - December 2005 · 3 yrs 5 mos
NFP Securities, INC.Broker
July 2000 - July 2002 · 2 yrs
Private Consulting Group, INC.Broker
March 1999 - July 2000 · 1 yr 4 mos
H.D. Vest Investment Securities, INC.Broker
July 1992 - December 1997 · 5 yrs 5 mos
Jmb Securities CorporationBroker
January 1985 - August 1990 · 5 yrs 7 mos
Dean Witter Reynolds INC.Broker
December 1980 - December 1982 · 2 yrs
J. P. Holdahl & Assoc., INC.Broker
July 1979 - March 1980 · 8 mos
Anthony Investment CO.Broker
August 1978 - July 1979 · 11 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
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