Timmons Wealth Management (TWM) offers wealth management services, including investment management and financial planning. TWM manages client investment portfolios based on their goals, risk tolerance, and time horizon, creating a customized Investment Policy Statement for each client. TWM also provides financial planning services, assessing client goals, risk tolerance, and financial position, with attention to retirement, education funding, insurance, and tax and estate planning.
Assets Under Management$140M
Clients140
Advisors1
Avg. per Client$1M
Avg. per Advisor$140M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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