A complete list of active advisors currently associated with Tim Reeves & Associates
Warmer can help you find a great advisor at Tim Reeves & Associates or one who fits your needs even better.
Tim Reeves & Associates is an investment manager that reports providing portfolio management for pooled investment vehicles and institutional clients, along with financial planning services. The firm is small in scale (one adviser and two employees) and reported no individual retail clients on its Form ADV. The firm delivers discretionary portfolio management for pooled vehicles and related advisory services and frequently recommends mutual funds, variable annuities, and insurance products as part of its advice. It uses hourly charges and a flat fee retainer rather than a percentage-of-assets model, and its personnel are registered representatives and licensed insurance agents associated with an affiliated broker‑dealer (Fortune Financial Services). The combination of serving pooled/institutional mandates while maintaining broker‑dealer affiliation and insurance licensing is atypical for investment managers focused on institutional or pooled assets and may affect the types of products and execution channels the firm uses. Its small size paired with non‑AUM compensation arrangements (hourly and flat fees) further differentiates its business model from the more common asset‑based fee structures used by many peers.
To learn more about the advisors currently working at Tim Reeves & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Midlothian, IL
| 51
| |
Midlothian, IL
| 22
|
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