Timothy Joseph Black

21 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Asset Strategy Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

544 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$917.8M

Fee Structure

Location

24 Superior Drive, Suite 101, Natick, MA, 01760-1535

Get directions

History

Regulatory History

Clean regulatory record

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.

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.