Timothy Mcmullen
Timothy Mcmullen is a registered investment advisor at Riverside Financial Advisors LLC, based in Pittsburgh, PA, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
8085 Saltsburg Road, Suite 201, Pittsburgh, PA, 15239
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 is an insurance agent selling non-variable insurance policies since January 2024. He also operates McMullen Financial Group as a DBA for investment-related business.
Employment History
Current Registrations
Riverside Financial Advisors LLC
Previous Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Florida Financial Advisors, LLC
Trinity Wealth Securities, L.L.C.Broker
State Registrations3 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.