Clients pay fee-only the size and complexity of their wealth management, and financial and retirement planning determines that fee.
TIM HAYES AIF®, CRPS®, AWMA®, CFS®, APMA®
I screen 10,000+ mutual funds down to a couple hundred eligible for use in your portfolio — the process screens for manager tenure, fees, performance, and style. I cross-reference my results with fi360’s Fiduciary Score.
Because my fee-based accounts require a minimum of $50,000 if you have less than this to invest, I usually charge a commission or an hourly rate.
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Tim offers financial and consulting services to help meet your unique needs.
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