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Timothy Newton

Commonwealth Financial Network
29 Years of Experience
Cambridge, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Timothy Newton is a registered investment advisor at Commonwealth Financial Network, based in Cambridge, MN, with 29 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.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

512 Main St S, Suite 100, Cambridge, MN, 55008

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History

Regulatory History (1)
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
June 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is involved in several business activities, including owning and managing commercial property, being a member of Newton Financial Solutions LLC (facilitating securities, advisory, insurance, and accounting services), and selling fixed insurance. He also instructs insurance continuing education courses, dedicating minimal time to this activity.

Employment History
Current Registrations
Commonwealth Financial Network
January 2014 - Present · 12 yrs 9 mos
Commonwealth Financial NetworkBroker
August 2007 - Present · 19 yrs 2 mos
Previous Registrations
Edward JonesBroker
September 1997 - August 2007 · 9 yrs 11 mos
State Registrations24 states
ALARAZCACOFLGAIAIDILINMIMNMONCNDNVPASDTXUTVAWAWI
AdvisorBrokerBoth

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.
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