Timothy Kliewer
Timothy Kliewer is a CFP-designated registered investment advisor at Sjhl Financial Group, based in Mcpherson, KS, with 15 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, Estate Planning, Investment Management, and 2 more. Their firm serves 345 clients with $140M 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 $50K | 1.45% |
| $50K - $200K | 1.35% |
| $200K - $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be waived in certain circumstances and are negotiable based on the complexity of the client’s situation, the composition of the client’s account, the relationship of the client with SJHL, and the total amount of assets under management for the client.
Fee Estimator
Location
123 South Main St., Mcpherson, KS, 67460
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 ActivitiesSells Insurance
Timothy is a finance committee member for McPherson Community Foundation and a finance team member for Countryside Covenant Church, dedicating minimal time to each. He is also an independent insurance producer for Broker's Clearing House LTD and a board member for McPherson Family YMCA, each requiring minimal time.
Employment History
Current Registrations
Sjhl Financial Group
Previous Registrations
Wealth Management LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Invest Financial Corporation
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.