Timothy Brown
Timothy Brown is a registered investment advisor at Lonestar Registered Investment Advisors, PLLC, based in San Antonio, TX, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 979 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lonestar Registered Investment Advisors (LRI) works with Gradient Investments, LLC (GI) to manage your investments. The annual fee depends on the portfolio type:
- Strategic, Tactical, Allocation, and Defined Outcome Portfolios: 1.50% of your portfolio (GI receives 1.00%, LRI receives 0.50%)
- Preservation Portfolios: 1.00% of your portfolio (GI receives 0.60%, LRI receives 0.40%)
- Private Wealth Portfolios: 1.50% of your portfolio (GI receives 1.00%, LRI receives 0.50%)
- Client Directed Accounts: $300 flat fee (paid to GI)
A quarterly technology fee of $15 is also charged per account or investment strategy. These fees are negotiable.
Location
8700 Crownhill Blvd, Suite 303, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (1)
Regulatory
May 1992Other Business ActivitiesSells Insurance
Timothy is an insurance agent for Viable Strategies, Inc., selling fixed annuities, life insurance, and long-term care. This non-investment related activity takes about half of Timothy's time.
Employment History
Current Registrations
Lonestar Registered Investment Advisors, PLLC
The Viable Group, INC.
Previous Registrations
Nap Financial CorporationBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.