Timothy Bourdon
Timothy Bourdon is a registered investment advisor at Commonwealth Financial Network, based in Glastonbury, CT, with 35 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
180 Glastonbury Boulevard, Suite 200, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Timothy owns TJB Financial Services, Inc., which facilitates securities business, dedicating all of his time during business hours. He also sells fixed insurance products as an agent under the same name, dedicating about 10% to 20% of his time, and is a member and part owner of Cliffside Cottage, LLC, a residential rental property in Jamaica, dedicating minimal time.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Investacorp Advisory Services INC
Investacorp, INC.Broker
United Securities Group, INC.Broker
Nutmeg Securities, LTD.Broker
Main Street Management CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.