Timothy Mortellite
Timothy Mortellite is a registered investment advisor at Timothy Charles Financial, LLC, based in Lynnfield, MA, with 32 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 177 clients with $98M 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 $100K | 0.95% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.80% |
| $750K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
200 Broadway, Suite 206, Lynnfield, MA, 01940
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2018Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Timothy is an independent insurance agent since 2006, focusing on fixed insurance sales. This activity takes about half of his time.
Employment History
Current Registrations
Timothy Charles Financial, LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
1717 Capital Management CompanyBroker
Liberty Securities CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 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.