Timothy Newell
Timothy Newell is a CFP-designated registered investment advisor at Envoy Advisory INC., based in Oakbrook Terrace, IL, with 41 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 1,808 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envoy Advisory charges fees for different levels of advisory services:
- Basic Level Advisory Fee: Up to 0.65% annually.
- Basic Managed Model Advisory Fee: An additional 0.25% annually for target-date models.
- Professionally Managed Model Advisory Fee: An additional 0.45% annually for risk-based models.
These fees are in addition to the Basic Level Fee. Fees may be negotiable and can vary based on account size and complexity.
Location
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2023Customer Dispute
July 2021Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Timothy owns Harvest Financial Planning, LLC, where he provides financial and estate planning, insurance sales, and tax preparation, dedicating nearly full-time hours to this. He also owns and manages an office condo and residential rental property, spending minimal time on each.
Employment History
Current Registrations
Envoy Advisory INC.
Harvest Investment Services, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Mariner Financial Services, INC.Broker
Leadertech Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.