John Brennecke is a CFA-designated registered investment advisor at Timber Creek Capital Management, LLC, based in Boston, MA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 46 clients with $640M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.85% |
| $8.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fee Estimator
Location
44 School Street, Suite 410, Boston, MA, 02108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Timber Creek Capital Management, LLC
State Registrations1 state
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