Timothy Reardon is a registered investment advisor at David Wendell Associates, INC., based in Portsmouth, NH, with 2 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 476 clients with $1.3B 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 | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.60% |
Fees are negotiable for accounts in excess of $3 million.
Fee Estimator
Location
1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904
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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
David Wendell Associates, INC.
Previous Registrations
William O'neil + Company
State Registrations1 state
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