Timothy Deery is a registered investment advisor at Adare Asset Management, LLC, based in Lancaster, PA, with 18 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 81 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on account size, meeting schedule, and investment strategy complexity.
Fee Estimator
Location
1853 William Penn Way, Suite 14, Lancaster, PA, 17601
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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 →Employment History
Current Registrations
Adare Asset Management, LLC
Previous Registrations
Dearden, Maguire, Weaver & Barrett, LLC
Security Capital Management
State Registrations1 state
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