Timepiece Financial Planning offers comprehensive financial planning, investment management, and pension consulting services. The firm acts in your best interest as a registered investment advisor, focusing on globally-diversified, long-term investment strategies primarily using index mutual funds and exchange-traded funds. Services cover cash flow analysis, education funding, risk management, estate planning, ongoing financial planning, and retirement plan advice. Timepiece Financial Planning works with individuals, high-net-worth clients, and retirement plans, delivering personalized guidance without earning commissions on product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Annualized asset-based fee of 0.75% for investment supervisory services. Pension consulting services charge up to 1% based on included plan assets.
