Timothy Cantrell
Timothy Cantrell is a registered investment advisor at Applied Capital LLC, based in Little Rock, AR, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 687 clients with $360M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Location
415 N. Mckinley Street, Suite 1045, Little Rock, AR, 72205
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 owns Cantrell and Associates, a business entity created to pay staff, and spends minimal time on it. Timothy is also a licensed insurance agent and receives commissions.
Employment History
Current Registrations
Applied Capital LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
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.