Timothy J. Ellis, Inc. is a registered investment advisor offering investment management and financial planning services. For investment management, they work with clients to establish goals and objectives and then create and manage a portfolio based on those goals. They manage accounts on a non-discretionary basis, meaning they need your approval before making trades. Financial planning services include a comprehensive evaluation of your current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning. They also offer consulting services on specific financial topics.
Fee Structure
Timothy J. Ellis, Inc. charges a flat dollar fee based on the market value of the assets they manage. The fees are billed semi-annually. Here's the fee schedule:
- First $100,000: $500/year
- $100,001 to $200,000: $750/year
- $200,001 to $400,000: $840/year
- $400,001 to $750,000: $950/year
- $750,001 to $1,000,000: $1,100/year
- Over $1,000,000: $1,200/year
A minimum of $100,000 of assets under management is required for this service. Fees may be negotiable.