Timothy Batog is a registered investment advisor at Sykes Financial Services, based in Portland, OR, with 4 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $31M 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 | 1.40% |
| $750K+ | 0.80% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
Portland, OR
Get directionsHistory
Regulatory History (1)
Criminal
January 1990Other Business Activities
Timothy works part-time as a freelance gardener and landscape designer since 2003, using his own name and home address. This work takes a few hours per week, usually on the weekends.
Employment History
Current Registrations
Sykes Financial Services
State Registrations1 state
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.