Timpe & Timpe Financial Advisory Services, L.L.C.
Fee-Only (% of Portfolio)Fixed/Hourly
Timpe & Timpe Financial Advisory Services provides portfolio management based on individual client goals and risk tolerance. They create investment plans and offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. They also offer advisory services to retirement plans, primarily 401(k) plans.
Assets Under Management$59M
Clients135
Advisors2
Avg. per Client$440K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable in certain circumstances. There is a $500 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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