Timonier offers wealth management services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. They help clients achieve their financial goals through financial planning, asset management, tax planning, and estate planning. Timonier is a fee-only advisor, meaning they don't receive commissions, and they act as a fiduciary, putting clients' interests first. They take a holistic, multi-generational approach to wealth management, gathering information about clients' objectives, cash flow needs, and risk tolerance to create a financial plan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Timonier will forego advisory fees on second-generation client accounts until they reach a $50,000 level. Timonier waives all fees associated with the implementation and advisement of investments directed to college 529 savings plans.