Timothy Halberg
Timothy Halberg is a registered investment advisor at Federated Global Investment Management CORP., based in Chesterfield, MO, with 17 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 74 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.
Location
Chesterfield, MO
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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 landlord for properties in the Bronx, NY (since 2017) and Washington, DC (since 2023). He spends minimal time on these activities, and they are not investment-related.
Employment History
Current Registrations
Federated Securities CORP.
Federated Securities CORP.
Federated Investment Counseling
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.Broker
Previous Registrations
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Legg Mason Investor Services, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Jpmorgan Distribution Services, INC.Broker
Chase Investment Services CORP.Broker
State Registrations8 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.