Advisor at T/R Financial Management Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC
Credentials
Series 63, Series 65
Industry experience
31 years
Peter Timmons is a financial advisor with T/R Financial Management Group, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Lotus Investment Management, LLC for 17 years and serves as Managing Member of Lotus Fund, LLC, an investment pool no longer open to new investors. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operates as a fee-only adviser, and does not sell commission products.
Based on T/R Financial Management Group, LLC
Based on T/R Financial Management Group, LLC
$0 - $100,000: 2.00% per year $100,000 - $500,000: 1.50% per year $500,000+: 1.25% per year
$100 to $250 per hour for financial planning services, negotiable
Account minimum: $250,000 Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning charged hourly.
Washington, DC
District of Columbia · Maryland · Virginia
Lotus Investment Management, Llc
2002 - 2019 (17 years)
Lotus Fund, LLC
1998 - Present (28 years)
T/R Financial Management Group
1990 - Present (36 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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