Timothy
Voorhees
Tax Efficient Asset Management Solution, Inc
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About this Advisor
Timothy Voorhees is a financial advisor working out of Costa Mesa, California with 15 years of industry experience. Voorhees is currently employed by Tax Efficient Asset Management Solution, Inc. Throughout their career, Voorhees has worked at Wealth Counselor Network, Vision Funders, Inc Dba Family Office Services, Inc, Tax Efficient Asset Management Solution Inc, Voorhees Intellectual Property, LLC and Matsen Voorhees Mintz, Llp. Voorhees maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Tax Efficient Asset Management Solution, Inc is a registered investment company operating out of Costa Mesa, CA. It has just four people on staff. It has $94 million in assets under management between its 184 accounts, making it one of the smaller firms in the United States by assets under management. The firm provides services to 32 charitable organizations. Of its 184 customer accounts, 48% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on the financial services offered. However, fee types charged by Tax Efficient Asset Management Solution, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tax Efficient Asset Management Solution, Inc Brokerage Details
$94,388,207
4
184
$512,979
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Voorhees Work History
Timothy has been registered as a financial advisor for 15 years.*
Matsen Voorhees Mintz, Llp
Tax Efficient Asset Management Solution Inc
Voorhees Intellectual Property, LLC
Vision Funders, Inc Dba Family Office Services, Inc
Wealth Counselor Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Voorhees to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tax Efficient Asset Management Solution, Inc
Costa Mesa, CA
Costa Mesa, CA
Costa Mesa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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