Timothy Tuinstra is a registered investment advisor at Calder Financial Group, based in Winona, MN, with 5 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 501 clients with $260M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
All fees are subject to negotiation. A minimum quarterly fee of $50 is generally required.
Fee Estimator
Location
Winona, MN
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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 provides tax planning and preparation services through Tim Tuinstra Tax Planning, and also drives for hire part-time through Lyft or Uber. Additionally, Timothy assists and supervises his son's painting business, Conrad's Quality Painting.
Employment History
Current Registrations
Calder Financial Group
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations2 states
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