Timothy Waite is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 33 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy co-owns Funk and Waite, LLC (real estate rental) and Rapunzel Day Spa & Salon, dedicating minimal time to each. He also provides investment advisory services through Comprehensive Advisors, LLC and Private Advisor Group, spending a significant amount of time on these activities, and owns CompProp LLC for real estate rental.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Comprehensive Advisors, LLC
Previous Registrations
LPL Financial LLC
Integrity Investment Advisors, LLC
Bush Levin Tecosky Zinman Financial Services LLC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
1717 Capital Management CompanyBroker
State Registrations37 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.