Timber Creek Capital Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$640M
Clients46
Advisors3
Avg. per Client$14M
Avg. per Advisor$210M

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.95%
$4.0M - $6.0M0.90%
$6.0M - $8.0M0.85%
$8.0M - $10.0M0.80%
$10.0M - $20.0M0.75%
$20M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm