TZ
CFP
TZ
CFP

Timothy Zimcosky

46 Years of Experience
Livonia, MI
2 DisclosuresBrokerSells Insurance

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

37617 Pembroke Ave, Livonia, MI, 48152

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History

Regulatory History (2)
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.
Customer Dispute
August 2020
Settled
Customer Dispute
June 1994
Settled
Other Business ActivitiesSells Insurance

Timothy 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.

Employment History
Current Registrations
Arkadios CapitalBroker
August 2022 - Present · 3 yrs 9 mos
Arkadios Wealth Advisors
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Kalos Management
March 2009 - September 2022 · 13 yrs 6 mos
Kalos Capital, INC.Broker
March 2009 - September 2022 · 13 yrs 6 mos
LPL Financial CorporationBroker
May 1997 - March 2009 · 11 yrs 10 mos
Vestax Securities CorporationBroker
July 1992 - June 1997 · 4 yrs 11 mos
Mutual Service CorporationBroker
January 1982 - July 1992 · 10 yrs 6 mos
Pennysylvania Securities CompanyBroker
October 1979 - November 1981 · 2 yrs 1 mo
State Registrations17 states
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AdvisorBrokerBoth

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.
Timothy Zimcosky - Financial Advisor | TrueAdvisor