TrueAdvisor
TrueAdvisor
TA
PFS
TA
PFS

Timothy Anderson

Halbert Hargrove
22 Years of Experience
Eugene, OR
2 Disclosures
View SEC Summary
View SEC Summary

Timothy Anderson is a PFS-designated registered investment advisor at Halbert Hargrove, based in Eugene, OR, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,518 clients with $4.2B in assets under management.

Halbert Hargrove
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
1,518 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$4.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $8.0M0.75%
$8M+0.50%

Fees may be negotiable based on various criteria such as account composition, complexity, and anticipated assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

590 Pearl Street, Suite 300, Eugene, OR, 97401

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2020
Settled
Customer Dispute
December 2019
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Halbert Hargrove
April 2004 - Present · 22 yrs 6 mos
State Registrations3 states
CAORTX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Eugene, OR →All financial advisors in Oregon →