Tim Looney Investments offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. Tim Looney Investments is a fee-based firm, and its advisors sell annuities and other insurance products as independent insurance agents. Clients make the final investment decisions.
Assets Under Management$490M
Clients505
Advisors3
Avg. per Client$970K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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