Timothy White
Timothy White is a CFP-designated registered investment advisor at Johnson & White Wealth Management LLC, based in York, PA, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 480 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Johnson & White Wealth Management manages investment accounts for a fee that varies depending on the size and complexity of the account. The fee typically ranges from 0.00% to 1.25% per year of the value of your investments. Fees are negotiable and may be lower or higher than this range. Accounts of related persons may be combined to determine the fee rate. Clients with smaller accounts should be aware that they may receive similar services from other professionals for higher or lower overall costs. Assets held at DPL will be charged a fee of 0.75% per annum of the market value of the client’s assets managed by DPL.
Location
224 St. Charles Way, Suite 200, York, PA, 17402
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Customer Dispute
November 2006Other Business Activities
Timothy is the primary advisor at Johnson and White Wealth Management, LLC, an RIA established in 2014. He also owns Guidon, LLC, a leadership training business, dedicating a few hours per week to it, and co-owns farmland rental property, devoting minimal time to it.
Employment History
Current Registrations
Johnson & White Wealth Management LLC
Previous Registrations
Wells Fargo Advisors, LLC
State Registrations2 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.