TW
TW

Timothy Dean Walworth

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,433 clients
Average Client Portfolio
$286K average
Assets Under Management
$410.2M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $3.0M1.25%
$3.0M - $10.0M1.00%
$10M+1.00%

Fees negotiable for accounts above $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Pinckney, MI

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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.

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Other Business ActivitiesSells Insurance

Timothy is an independent insurance agent, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Markowski Investments
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Tdw Financial Strategies
August 2017 - April 2023 · 5 yrs 8 mos
Truth of Investing LLC
June 2017 - December 2017 · 6 mos
Caitlin John, LLC
September 2015 - September 2017 · 2 yrs
United Advisors America Corporation
December 2009 - October 2015 · 5 yrs 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.