Thetford Investment Management (TIM) is an independent financial advisory firm offering portfolio management services to individuals and trusts. TIM works with clients to understand their circumstances, risk tolerance, and investment objectives, focusing on growth, income, liquidity, and safety. TIM builds client portfolios using individual stocks, bonds, and closed-end funds to maximize tax efficiency and avoid layering of fees. Financial advisory services also include retirement needs analysis. TIM manages client accounts primarily on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable. Certain clients with pre-existing relationships may be charged lower fees. Certain family groups have negotiated a tiered structure that establishes fees based upon the aggregate value of family assets under management.