Timothy Bean is a registered investment advisor at Liberty Capital, based in Portland, OR, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $84M 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 | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. Liberty Capital does not currently charge over 2.00%, but may charge up to 2.75% for active accounts with frequent trading and lower account values.
Fee Estimator
Location
1800 SW 1st Ave Suite 150, Portland, OR, 97201
Get directionsHistory
Regulatory History
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 offers life insurance and fixed annuity products to clients outside of Liberty Capital, as the firm does not offer these products. This takes a few hours per week, sometimes during market hours.
Employment History
Current Registrations
Liberty Capital
Liberty Capital Investment CorporationBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations7 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.