Timberline Investment Management offers investment management services to individuals and institutions. Timberline seeks to provide suitable and effective investment strategies for all or a portion of a client’s investment assets. Timberline utilizes discretionary authority to execute purchase and sell decisions. Timberline services can be customized to manage all or a portion of an individual’s portfolio. Services include tailored allocations in common stocks, mutual funds, exchange traded funds, and fixed income securities.
Assets Under Management$89M
Clients42
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees and terms are negotiable and may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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