Timberchase Financial offers personalized financial planning and investment management services. As a fee-only firm, Timberchase doesn't sell financial products or accept commissions. They help clients with various aspects of their financial lives, including financial position, tax and cash-flow management, investment allocation, retirement planning, insurance needs analysis, business planning, education planning, and estate planning. Timberchase manages investments with discretionary authority, meaning they can make trades without asking for permission each time.
Assets Under Management$240M
Clients122
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Timberchase also offers a fixed fee option ranging from $1,000 to $50,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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