Timothy Padva is a registered investment advisor at Aurora Private Wealth, INC., based in Doylestown, PA, with 31 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,843 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aurora Private Wealth's fees for investment management are typically based on a percentage of the assets they manage, ranging from 0.25% to 2.95% per year. The specific fee is determined by the advisor, considering factors like the complexity of your situation, the amount you invest, and the portfolio style. The fee is charged quarterly or monthly in advance, based on the market value of your investments. Fixed fees may be charged for model portfolio management, as negotiated on a case-by-case basis.
Location
Doylestown, PA
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Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
September 1998Other Business Activities
Timothy is a Managing Member of Hearthstone Advisors LLC, a 401K advisory company, dedicating about a quarter of his time. He is also the CEO of Lively Employer Services, a payroll, employee benefits, and administration company, dedicating nearly all of his time to this role.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Apw Capital, INC.
Previous Registrations
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
State Registrations5 states
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.