Timothy Collins is a registered investment advisor at Pts Brokerage, LLC, based in Mount Laurel, NJ, with 19 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 495 clients with $130M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable depending on the type of service chosen. Mutual fund portfolios and accounts managed by other advisors generally incur a flat 1% management fee.
Fee Estimator
Location
125 Gaither Drive, Suite C, Mount Laurel, NJ, 08054
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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 Activities
Timothy is a sole proprietor of a tax and accounting service and a private investigation business. He also works as a senior consultant for CohnReznick LLP and as an associate for Continuity Operations Group, LLC, dedicating nearly full-time hours to both positions.
Employment History
Current Registrations
Pts Brokerage, LLCBroker
Pts Brokerage, LLC
Pts Brokerage, LLC
Previous Registrations
Glen Eagle Advisors LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 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
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