Timothy Brown
Timothy Brown is a registered investment advisor at Lonestar Registered Investment Advisors, LLC, based in San Antonio, TX, with 26 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,195 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by strategy, ranging from 1.00% to 1.65% total annual fee. Rates are negotiable.
Fee Estimator
Location
8700 Crownhill Blvd, Suite 303, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (1)
Regulatory
May 1992Other Business ActivitiesSells Insurance
Timothy is an insurance agent for Viable Strategies, Inc., selling fixed annuities, life insurance, and long-term care. This non-investment related activity takes about half of Timothy's time.
Employment History
Current Registrations
Lonestar Registered Investment Advisors, LLC
The Viable Group, INC.
Previous Registrations
Nap Financial CorporationBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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