Timothy Schwarzenberger is a CFA-designated registered investment advisor at Inspire Investing, LLC, based in Meridian, ID, with 19 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 463 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are generally negotiable and the maximum advisory fee is not to exceed 2.50% annually. The portfolio management fee is 0.65% and the advisory services fee is negotiable.
Fee Estimator
Location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
Get directionsHistory
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 →Other Business Activities
Timothy is a part-owner of Bizintro LLC, a business networking site, but currently spends no time on it. He is also the President/Owner of Fiat Voluntas Tua, Inc. dba Cloverdale Montessori School, spending a few hours per week assisting with administrative tasks.
Employment History
Current Registrations
Inspire Investing, LLC
Inspire Advisors, LLC
Previous Registrations
Cbis Financial Services, INC.Broker
State Registrations1 state
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.