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Timothy Sean Daughtry

Waypoint Wealth Counsel LLC

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About Timothy Sean Daughtry

Timothy Daughtry is a financial advisor registered with Waypoint Wealth Counsel LLC and Access Investment Management, LLC. Timothy is a Chartered Financial Analyst and specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors.

Firm Information

Timothy Daughtry is currently registered with Waypoint Wealth Counsel LLC. Waypoint Wealth Counsel LLC is an investment advisory firm based in Atlanta, GA. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They manage approximately $573 million in assets for 803 clients. Their client base includes high net worth individuals, corporations, charitable organizations, and endowments.
Waypoint Wealth Counsel LLC

3715 NORTHSIDE PARKWAY NW

ATLANTA, GA 30327

$573.07M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Timothy Daughtry’s Registration & Firm History

GA

05/06/2022 - Present

Waypoint Wealth Counsel LLC (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Sean Daughtry.
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