Inga Timmerman is a CFP-designated registered investment advisor at Attainable Wealth, based in Jacksonville, FL, with 10 years of industry experience. Inga 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 43 clients with $46M 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 $1.6M | 0.95% |
| $1.6M+ | 0.94% |
The annual fees are negotiable. The above fee schedule includes the Outside Manager’s fee of 0.15% for Betterment or $1,200/1,400 for clients after 01/01/2021 per household fee for GeoWealth. Some clients are grandfathered into the 0.50%-0.85% fee or a flat $10k/12k. Exceptions to the standard fee are possible based on complexity and scope of work.
Fee Estimator
Location
Jacksonville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Inga is an Assistant Professor of Finance at the University of North Florida since 2022. This non-investment related activity takes about a quarter of her time, with half of that time occurring during trading hours.
Employment History
Current Registrations
Attainable Wealth
State Registrations4 states
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