CS
CFA
CS
CFA

Christopher Schmachtenberger

28 Years of Experience
Jacksonville, FL

Christopher Schmachtenberger is a CFA-designated registered investment advisor at Timucuan Asset Management INC, based in Jacksonville, FL, with 28 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 625 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
625 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Timucuan Asset Management charges fees based on the value of your portfolio. There are two fee structures:

1. Net Asset Based:

  • 1% per year on the first $10 million
  • 0.75% per year on additional funds

2. Incentive Based (for accounts over $5 million): The greater of:

  • A maintenance fee based on a percentage of assets
  • A 10% quarterly performance fee (including both realized and unrealized gains and losses subject to a high-water mark).

Fees are negotiable in certain circumstances.

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Location

200 W. Forsyth Street, Suite 1600, Jacksonville, FL, 32202-4358

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Timucuan Asset Management INC
April 1997 - Present · 29 yrs
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.