Timbuktu Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Timbuktu Capital Management is a wealth management firm offering customized financial plans, financial planning consultations, and portfolio management strategies. They work with individuals, families, entrepreneurs, small business owners, corporate executives, corporations, trusts, and estates. Timbuktu Capital Management constructs financial plans, offers one-time or ongoing planning consultations, provides discretionary portfolio management services, and offers corporate financial management consultations.

Assets Under Management$91M
Clients90
Advisors1
Avg. per Client$1M
Avg. per Advisor$91M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.90%
$500K - $1000K0.85%
$1.0M - $5.0M0.75%
$5.0M - $15.0M0.60%
$15.0M - $40.0M0.45%
$40M+0.45%

Fees negotiable for accounts of $40,000,000 or more.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm