Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
109 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$129.2M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The fee is based on the amount of money in each bracket.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$6,000
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Location
5100 Buckeystown Pike Ste 290, Ste 202, Frederick, MD, 21704
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Timothy is a Certified Public Accountant and partner of Bestgate Tax & Accounting Advisors, LLC (BTA), a CPA firm focused on tax and accounting for small businesses and personal clients. BTA does not provide investment-related services.
Employment History
Current Registrations
Bestgate Wealth Advisors, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Surepath Wealth Management
June 2018 - June 2018 · 0 mos
Court Place Advisors LLC
January 2018 - May 2018 · 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.