Timothy Zimcosky is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Livonia, MI, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
37617 Pembroke Ave, Livonia, MI, 48152
Get directionsTimothy is the President of Zimco Capital, providing financial planning services, securities, mutual funds and REITs, dedicating nearly full-time hours to this role. He is also an agent for fixed annuities and fixed insurance products through Advisors Excel, spending minimal time on this activity.
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.