Timothy Garrettson
Timothy Garrettson is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Stuart, FL, with 46 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, Retirement Planning. Their firm serves 221 clients with $190M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Advisory fees are subject to negotiation and typically range from 1.25% to 2.50% of the initial value of the assets in the account per year, depending on the size of the account or household and services covered. Envestnet charges a flat annual operational fee of $25 based on services provided.
Fee Estimator
Location
Stuart, FL
Get directionsHistory
Regulatory History (2)
Regulatory
April 2010Regulatory
November 2007Other Business ActivitiesSells Insurance
Timothy is an investment adviser representative of HJ Sims Capital Management, dedicating about half of his time to this role. He also spends about 10% of his time on insurance products and is a non-compensated officer of his wife's dog kennel/dog boarding business.
Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.
Herbert J. Sims & CO, INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Mony Securities CORP.Broker
Integrated Resources Equity CorporationBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations21 states
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.