Timber Creek Capital Management is an investment advisory firm dedicated to preserving and enhancing client capital. They manage risk through diversification across asset classes, geography, sector, industry, and individual security selection. Timber Creek utilizes an asset allocation discipline derived from indicators of long-term valuations for stocks and bonds. They provide investment management in the context of a client's overall financial situation, including wealth transfer strategies, cash flow needs, and philanthropic interests.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.85% |
| $8.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |