Timothy Bauer
Timothy Bauer is a CFP-designated registered investment advisor at Evergreen Financial Group, based in Billings, MT, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 41 clients with $30M 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 $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.45% |
Fees are negotiable. Additional fees may be imposed if an Outside Manager is used. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Contact
Timothy Bauer
Location
Billings, MT
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2018Other Business Activities
Timothy is the Owner/Managing Member at Journey Investments, a rental property management and tenant relations company. This activity accounts for about 10-20% of his time.
Employment History
Current Registrations
Evergreen Financial Group
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations3 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.
Exams