Timothy Stolz is a CFP-designated registered investment advisor at Bestgate Wealth Advisors, LLC, based in Frederick, MD, with 7 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 118 clients with $160M 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 $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. BWA may charge a different fee (higher or lower) based upon certain criteria such as: the market value of the assets under management, the complexity of the engagement, the level and scope of the overall investment advisory and/or consulting services to be rendered. The minimum annual fee for combined assets under management and financial planning services is $6,000.
Fee Estimator
Location
5100 Buckeystown Pike Ste 290, Ste 202, Frederick, MD, 21704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Previous Registrations
Surepath Wealth Management
Court Place Advisors LLC
State Registrations1 state
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