Advisor at Capital Asset Advisors 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
Capital Asset Advisors LLC
Location
Scottsdale, AZ 85251
Credentials
Series 63, Series 66
Industry experience
39 years
Timothy Minert is a financial advisor with Capital Asset Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research, Inc. from 2001 to 2018. Outside of his advisory role, Minert is involved in several business ventures including consulting on financial technology for advisors and institutions, and supporting a diabetes coaching business run by his wife. Capital Asset Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and some business entities. The firm employs a variety of analytical methods and investment strategies tailored to client risk profiles and offers discretionary portfolio management, financial planning, and a subscription newsletter at no additional charge.
Based on Capital Asset Advisors LLC
Based on Capital Asset Advisors LLC
Fixed fees for financial planning between $499 and $2,099
$0 - $99,999: 1.40% $100,000 - $249,999: 1.30% $250,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.85% $5,000,000 - And Up: 0.65%
$150 per hour for financial planning services
Monthly subscription newsletter included with other services, no additional fee
Account minimum: $25,000
6991 E Camelback Rd, 300
Scottsdale, AZ 85251
Arizona · Texas
Capital Asset Advisors LLC
2018 - Present (8 years)
Cambridge Investment Research Advisors
2005 - 2018 (13 years)
Cambridge investment Research, Inc.
2001 - 2018 (17 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Broker-dealer / trader
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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
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 63, Series 65, Series 66
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CFP®, Series 63, Series 66
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Series 65
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CFP®, Series 63
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Series 63, Series 65
Phoenix, AZ
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Series 63, Series 65
Scottsdale, AZ
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