Timothy Black is a registered investment advisor at Asset Strategy Advisors, LLC, based in Wayland, MA, with 21 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, Investment Management, and 2 more. Their firm serves 544 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Strategy Advisors' fees for managing your investments are based on a percentage of the assets they manage for you. The exact percentage varies depending on the amount you invest:
- $0 - $2 million: 1.00% - 1.50% per year
- $2 - $5 million: 0.75% - 1.25% per year
- $5 - $10 million: 0.50% - 1.00% per year
- Over $10 million: Negotiable
These fees are generally paid quarterly. Asset Strategy Advisors also receives an admin/service annual fee of 0.20% of the value of the client’s Flourish Cash account when a client participates in the cash management program offered through Flourish. This fee is deducted from the client’s overall APY. This fee is not negotiable.
Location
14 West Plain St., Suite 201, Wayland, MA, 01778-4470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy works as a weekend sales floor worker at Macys. He is also a trustee for a family trust, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Asset Strategy Advisors, LLC
Previous Registrations
Hays Financial Group, LLC
Securities America, INC.Broker
The Patriot Financial Group, LLC
LPL Financial LLCBroker
NFP Advisor Services, LLCBroker
Prudential Investment Management Services LLCBroker
Prudential Retirement Brokerage Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
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.