Timothy Dillow is a CFP-designated registered investment advisor at Dillow Wealth Management LLC, based in Oak Brook, IL, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 18 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dillow Wealth Management's wealth management fees are based on the value of your portfolio and range from 0.30% to 1.00% annually, paid quarterly in advance. The fee depends on the complexity of services, the amount you invest, and your overall relationship with Dillow Wealth Management. Fees may be negotiable.
Location
700 Commerce Drive, Suite 500, Oak Brook, IL, 60523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a managing member of Malt Cheese LLC, involved in cheese production and distribution, and the managing member of Immigrant Blues, LLC, which commissions literary works. He also serves as the Chief Operating Officer for CHG-NoNaMe Capital LLC and Chief Compliance Officer for Cypress Investment Management LLC and Cypress Wealth Management LLC, and is a board member for Visiones Urbanisticas, a real estate development company.
Employment History
Current Registrations
Dillow Wealth Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Leelyn Smith, LLC
LPL Financial LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Wells Fargo Funds Distributor, LLCBroker
Strong Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.