TH
CFP · ChFC
TH
CFP · ChFC

Timothy Higgins

26 Years of Experience
Boston, MA
BrokerSells Insurance

Timothy Higgins is a CFP, ChFC-designated registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, with 26 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
7,373 clients
Average Client Portfolio
$464K average
Assets Under Management
$3.4B

Fee Structure

Planning is included in investment management (also available separately)

Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.

Loading...

Location

346 Commercial Street, Boston, MA, 02109

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Timothy teaches a course on college planning, serves as an investment advisor representative for Flagship Harbor Advisors, and offers fixed insurance and annuities. He also provides consulting to advisors about education planning and has authored books on investing and college planning.

Employment History
Current Registrations
Flagship Harbor Advisors, LLC
December 2010 - Present · 15 yrs 5 mos
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
July 1999 - December 2010 · 11 yrs 5 mos
Ids Life Insurance CompanyBroker
July 1999 - July 2006 · 7 yrs
State Registrations18 states
AZCACOCTDCFLGAMAMDMENCNHNJNYRISCTXVT
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.
Timothy Higgins - Financial Advisor | TrueAdvisor