Tim Looney Investments, LLC is an independent SEC Registered Investment Advisor located on Townpark Avenue in Lake Mary, Florida. As a Registered Investment Advisor we have a fiduciary obligation to put your interests first. Looking out for our clients isn’t just part of our job, it is our legal responsibility. Our commitment is to your long term planning and well-being with the goal of taking care of you for the next 25 years.
Fees are based on the total assets under management. Our normal fees are an annual fee of 0.80% for household assets of $250,000-$500,000; and annual fee of 0.60% for household assets of $500,001 and up. We also offer financial planning and consulting services by the hour or by the client’s net worth.