Tim Looney Investments provides customized portfolio management and financial planning services primarily to individuals. Tim Looney Investments builds non-discretionary portfolios tailored to each client's specific goals, meaning they get your approval before making any trades. In addition to managing investments, Tim Looney Investments offers financial planning and consulting covering retirement, budgeting, education funding, asset allocation, and insurance needs. Clients can also purchase financial plans for a fixed fee based on their net worth or receive hourly consulting. Tim Looney Investments operates with a focus on custom portfolio design and works closely with clients to review their financial objectives regularly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.