Timothy Bacus
Advisor at Pacesetter Financial Group, L.L.C.
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.
Advisor at Pacesetter Financial Group, L.L.C.
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
Lincoln, IL 62656-2858
Credentials
CFP®, Series 66
Industry experience
8 years
Timothy Bacus is a CFP® professional with eight years of industry experience, currently serving at Pacesetter Financial Group, L.L.C. since 2017. Prior to joining Pacesetter, he worked at Ameriprise Financial and Lincoln Christian University. In addition to his advisory role, Timothy works as an accountant for J.M. Abbott & Associates, Ltd., a certified public accounting firm that shares ownership and resources with Pacesetter Financial Group. Pacesetter Financial Group advises individuals, trusts, business and tax-exempt entities, and sponsors of company 401(k) plans, managing approximately $145 million. The firm applies Modern Portfolio Theory to create diversified portfolios primarily using asset-class mutual funds and offers personalized portfolio management, 401(k) plan design and oversight, limited financial planning, and 529 college savings plan services.
Based on Pacesetter Financial Group, L.L.C.
Based on Pacesetter Financial Group, L.L.C.
Additional services may be charged fixed fees; specifics not stated
$0 - $500,000: 1.00% annually (Diversified Portfolio, Individual Clients) $500,000 - $1,000,000: 0.75% annually (Diversified Portfolio, Individual Clients) $1,000,000+: 0.50% annually (Diversified Portfolio, Individual Clients) $0+: 0.40% annually (Fixed Income Portfolio, Individual Clients) $0 - $500,000: 0.75% annually (Company-Sponsored 401(k) Plan Clients) $500,000 - $1,000,000: 0.60% annually (Company-Sponsored 401(k) Plan Clients) $1,000,000 - $4,000,000: 0.45% annually (Company-Sponsored 401(k) Plan Clients) $4,000,000 - $7,500,000: 0.30% annually (Company-Sponsored 401(k) Plan Clients) $7,500,000+: 0.20% annually (Company-Sponsored 401(k) Plan Clients)
Additional services may be charged hourly; specific rates not stated
Minimum fee: Minimum annual fee of $100 per client (Individual) or per plan (401(k) Plan), prorated for partial years Fee-only: Additional/supplemental services may be charged hourly or fixed fee; specifics not stated
207 S. Mclean Street
Lincoln, IL 62656-2858
Illinois
Pacesetter Financial Group, LLC
2017 - Present (9 years)
Ameriprise Financial, Inc.
2017 - 2017 (1 year)
Lincoln Christian University
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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