Timothy Collins is a registered investment advisor at Pts Brokerage, LLC, based in Whiting, NJ, with 19 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 460 clients with $110M 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. For mutual fund portfolios and accounts managed by other advisors, the firm generally charges 1%, which may be negotiable depending on the size of the account.
Fee Estimator
Location
Whiting, NJ
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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
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