Timothy Hughes
Advisor at American Wealth Administration 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.
Advisor at American Wealth Administration 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
Glen Cove, NY 11542
Credentials
PFS™
Industry experience
11 years
Timothy Hughes is a PFS™ credentialed financial advisor with 11 years of experience at American Wealth Administration Group LLC and over 36 years as a CPA. He operates his own accountancy practice, Timothy J. Hughes, CPA, LLC, providing accounting services to business owners and individuals. American Wealth Administration Group LLC offers discretionary investment management and financial planning to individuals, families, trusts, estates, and businesses. The firm employs fundamental analysis to construct long-term core portfolios with a tactical overlay, emphasizing capital preservation and using mutual funds, ETFs, equities, and bonds.
Based on American Wealth Administration Group LLC
Based on American Wealth Administration Group LLC
Negotiated fixed fees for financial planning engagements based on expected hours; may be billed annually, semi-annually, or quarterly.
Advisory persons may earn commissions as registered representatives or insurance agents separate from advisory fees.
Up to $250 per hour for financial planning services.
Fee-only: Annual investment advisory fees range from 0.20% to 3.75% depending on factors including relationship size and complexity; fees are negotiable.
50 Glen Cove Street
Glen Cove, NY 11542
New Jersey
American Wealth Administration Group, LLC.
2016 - Present (10 years)
Timothy J.. Hughes, CPA
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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