Harold Weight
Harold Weight is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Beaverton, OR, with 40 years of industry experience. Harold is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
9400 SW Beaverton Hillsdale Hwy #250, Beaverton, OR, 97005
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Harold is a Vice-President at MultiPlan Financial Services, Inc. since 1992, dedicating about a quarter of his time to securities, advisory, and insurance business. He also sells fixed health insurance under MultiPlan Insurance Services, Inc., dedicating minimal time.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Bma Financial Services, INC.Broker
State Registrations7 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
More Advisors
- Traci Nelson, CFPCommonwealth Financial Network
- Theodore Haley, CFPCommonwealth Financial Network
- Kurtis Kallien, CFPStrategic Advisers LLC
- Kelly Manning, ChFCState Farm Investment Management CORP.
- David Krichevsky, CFPCetera Investment Advisers LLC
- Brian Lawrence, CFASavant Wealth Management