Timothy
Draper

Brendel Financial Advisors LLC

CRD#7002155
Investment Advisor
in Hanover, NH

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About this Advisor

Timothy Draper is a financial advisor operating out of Hanover, New Hampshire with a total of 5 years of relevant experience. Draper is an employee of Brendel Financial Advisors LLC. Draper has gained experience at Brendel Financial Advisors LLC and Ledyard National Bank. Draper maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in New Hampshire. Brendel Financial Advisors LLC is a business operating out of Hanover, NH. It handles $209 million in assets under management among its 690 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 690 accounts, 15% belong to high-net-worth investors who have more than $1 million in assets. Brendel Financial Advisors LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on which service is provided. However, fee types billed by Brendel Financial Advisors LLC likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

64 Lyme Rd.
Hanover, NH 03755

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Brendel Financial Advisors LLC Brokerage Details

Total Assets Under Management

$208,723,786

NH Average: $509,638,208
Total Number of Employees

5

NH Average: 12
Total Number of Accounts

690

NH Average: 581
Average Account Size

$302,498

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Timothy Draper Work History

Timothy has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Brendel Financial Advisors LLC

2013 - 2018 (5 years)

Ledyard National Bank

*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 Draper 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 Brendel Financial Advisors LLC

Timothy Draper
Hanover, NH
John Brendel
Hanover, NH

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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