Theodore Haley
Theodore Haley is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Beaverton, OR, with 17 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
8625 SW Cascade Ave., Suite 602, Beaverton, OR, 97008
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
Theodore sells fixed insurance, dedicating minimal time to this activity. He is also a co-owner of Advanced Wealth Management, Inc., spending nearly all of his time on this investment-related business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Advanced Wealth Management
State Registrations19 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
- Traci Nelson, CFPCommonwealth Financial Network
- Harold Weight, ChFCCommonwealth Financial Network
- Kurtis Kallien, CFPStrategic Advisers LLC
- Kelly Manning, ChFCState Farm Investment Management CORP.
- David Krichevsky, CFPCetera Investment Advisers LLC
- Brian Lawrence, CFASavant Wealth Management