Janice French is a CFA-designated registered investment advisor at Timonier, based in Winston Salem, NC, with 27 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 198 clients with $450M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Timonier will forego advisory fees on second-generation client accounts until they reach a $50,000 level. Timonier waives all fees associated with the implementation and advisement of investments directed to college 529 savings plans.
Fee Estimator
Location
121 Reynolda Village, Suite B, Winston Salem, NC, 27106
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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
Janice is a member of Bar None Properties LLC, which holds commercial real estate. Janice devotes minimal time to this activity, as her husband performs all the work.
Employment History
Current Registrations
Timonier
Previous Registrations
Howland and Associates, LLC
State Registrations2 states
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