TL
TL

Timothy Kyle Livingood

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
343 clients
Average Client Portfolio
$25.3M average
Assets Under Management
$8.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $15.0M0.00%
$15.0M - $30.0M0.00%
$30M+0.00%

Schedule shown is for Discretionary - Public Funds. Fees are negotiable and may vary based on factors like asset size and client needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5050 Section Avenue, Suite 420, Cincinnati, OH, 45212

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Redtree Investment Group
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Ultimus Fund Distributors, LLCBroker
September 2018 - March 2020 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
November 2017 - August 2018 · 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.