Timothy Waite is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Lansdale, PA, with 34 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B 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 | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
1110 N. Broad Street, Lansdale, PA, 19446
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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 Activities
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.
Exams
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