Advisor at Broad Reach Capital 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.
Firm
Broad Reach Capital LLC
Location
Bainbridge, GA 39817
Credentials
Series 65
Industry experience
3 years
Timothy Smith is a financial advisor at Broad Reach Capital LLC with three years of industry experience. He holds a Series 65 designation and has a background that includes legal positions at the Shelby County District Attorney's Office and the Court of Appeals of Georgia. Outside of advising, he serves as a director for a reinsurance captive insurance company and owns a farming business. Broad Reach Capital provides financial planning and portfolio management services to individuals, trusts, estates, corporations, pension plans, and insurance companies. The firm employs a combination of fundamental, technical, charting, and cyclical analysis across various asset classes and offers both discretionary and non-discretionary services tailored to client objectives and risk tolerance.
Based on Broad Reach Capital LLC
Financial planning fixed fees generally range between $2,500 and $15,000, negotiable based on complexity and scope.
$1,000,000 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000+: 0.60%
$300 per hour
Account minimum: $1,000,000
253 Whigham Dairy Rd
Bainbridge, GA 39817
Georgia
Broad Reach Capital
2022 - Present (4 years)
Tim Smith & Associates Insurance, Inc.
2020 - Present (6 years)
Wilmer and Lee P.A.
2020 - 2021 (1 year)
Unemployed
2019 - 2020 (1 year)
Shelby County District Attorney's Office
2019 - 2019 (1 year)
Court of Appeals of Georgia
2018 - 2018 (1 year)
Equal Employment Opportunity Commission
2017 - 2017 (1 year)
Cumberland School of Law of Samford University
2016 - 2019 (3 years)
Law Office of Arthur Chip Bell
2015 - 2017 (2 years)
Unemployed
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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