Timothy Mahalak
Timothy Mahalak is a registered investment advisor at Commonwealth Financial Network, based in Eugene, OR, with 28 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
497 Oakway Road, Suite 220, Eugene, OR, 97401
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Timothy is involved in fixed insurance sales at a branch office. He is also the president and 100% owner of Mahalak Financial Management, an entity created to operate a securities business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations17 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
More Advisors
- David Bonebrake, CFPCommonwealth Financial Network
- Margo Werner, CFP44 Wealth Management LLC
- Scott Sanders, CFPIntegrity Wealth LLC
- Cindy Kleiner, CFPGuiding Financial, LLC
- Jason Polansky, CFAJ.P. Capital Management, INC.
- Matthew Mathiesen, CFPIntegrity Wealth LLC