Timothy Thieme is a registered investment advisor at Rcm Wealth Advisors, based in Crown Point, IN, with 12 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 830 clients with $390M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Also offers Managed Asset Portfolios (MAP) with fees ranging from 0.25% to 0.50%. Non-discretionary accounts are charged either a $500 annual minimum fee or 0.5% of the assets in the account, not to exceed 3% of the overall portfolio. Fees may be negotiable.
Fee Estimator
Location
123 N. Main Street, Ste. 201, Crown Point, IN, 46307
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 involved with the Lafayette Redevelopment Commission, Lafayette Parking Commission, and Coyote Crossing Golf Committee. These activities are not investment-related and require minimal time commitment.
Employment History
Current Registrations
Rcm Wealth Advisors
Previous Registrations
Sii Investments, INC.Broker
Strategiq Financial Group, LLC
State Registrations1 state
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