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 5 more. Their firm serves 1,999 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.05% |
Maximum annual fee for individual retirement accounts and taxable accounts is 2.05%, with basic level fees up to 0.65% and additional model program fees up to 0.45%. Fees are negotiable.
Fee Estimator
Location
1 Trans Am Plaza, Suite 230, Oakbrook Terrace, IL, 60181
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.
Exams
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