Timothy Mccain
Advisor at SEM Wealth Management
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 SEM Wealth Management
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
Arvada, CO
Credentials
Series 65
Industry experience
19 years
Timothy Mccain is a financial advisor at SEM Wealth Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Distribution Systems, Inc. since 2004. Outside of his advisory role, he serves as an officer of a company that provides sales and marketing solutions focused on sales coaching and management for small to mid-sized financial service firms. SEM Wealth Management is a registered investment adviser that offers discretionary investment supervisory services and financial planning primarily to individuals, retirement plans, and trusts, utilizing quantitative and technical model-driven strategies implemented across various platforms.
Strategic Program: 0.50% flat SEM fee; Financial Advisor may add up to 1.12% flat fee (max 1.62%) Platinum Program: 0.25% flat fee on non-SEM managed portion; SEM managed portion fees as per program; Financial Advisor may add up to 1.12% flat fee; max total fee 2.24% Financial Planning one-time fee from $250 to $25,000
$0 - $250,000: 1.12% (Tactical Programs) $250,001 - $500,000: 1.05% (Tactical Programs) $500,001 - $1,000,000: 0.97% (Tactical Programs) $1,000,001 - $1,500,000: 0.90% (Tactical Programs) $1,500,001 - $2,000,000: 0.82% (Tactical Programs) $2,000,001 - $4,000,000: 0.75% (Tactical Programs) $4,000,001+: 0.67% (Tactical Programs) $0 - $250,000: 0.75% (Dynamic Programs) $250,001 - $500,000: 0.70% (Dynamic Programs) $500,001 - $1,000,000: 0.65% (Dynamic Programs) $1,000,001 - $1,500,000: 0.60% (Dynamic Programs) $1,500,001 - $2,000,000: 0.55% (Dynamic Programs) $2,000,001 - $4,000,000: 0.50% (Dynamic Programs) $4,000,001+: 0.45% (Dynamic Programs)
$35 to $300 per hour for Financial Planning services
Financial Planning periodic fees from $50 to $5,000 per period (monthly, quarterly, or semi-annual)
Account minimum: $50,000 Fee-only: Financial Planning fees: One-time $250-$25,000; Hourly $35-$300 per hour; Periodic $50-$5,000 per period
Arvada, CO
Colorado
Distribution Systems, Inc.
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
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Lawyer
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Real estate agent
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