Timothy Joseph Wallender is a registered investment advisor providing investment advice and financial planning services. He primarily uses no-load mutual funds through Schwab's investment advisor division. At a client's request, he may also advise on individual stocks, bonds, exchange traded funds, variable annuities, and other securities. He also offers advice on life insurance, income tax matters, and retirement planning. The goal is to preserve capital or achieve capital growth and/or income based on the client's risk tolerance.
Assets Under Management$110M
Clients295
Advisors1
Avg. per Client$390K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.75% |
| $250K - $500K | 0.50% |
| $500K - $2.0M | 0.25% |
| $2M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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