Timothy Bean is a registered investment advisor at Liberty Capital, based in Portland, OR, with 21 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 High Net Worth, Investment Management, Retirement Planning. 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 are general guidelines and may be negotiated with your broker. Accounts are subject to a $250 minimum annual fee.
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.
Exams
More Advisors
- Robert WalkerLiberty Capital
- Stefanie Reel, CFPLiberty Capital
- Shuaisong Feng, CFACognitiant Registered Investment Advisors
- Ryan Long, CFAAdvisory Solutions Group
- Philip Richman, CFPCiclo Wealth LLC
- Reem Rizk-Hunter, CFPColdstream Wealth Management