Timothy Bober
Timothy Bober is a registered investment advisor at Gateway Wealth Partners, LLC, based in Fort Lauderdale, FL, with 36 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B 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 | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
Fort Lauderdale, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1998Other Business ActivitiesSells Insurance
Timothy is involved in several investment-related activities, including serving as an IAR for Gateway Wealth Partners and Bober Wealth Management, spending full-time hours on these endeavors. He also engages in non-variable insurance activities, though dedicating minimal time.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Advisors' Pride INC.
LPL Financial LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations18 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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