Timber Point Capital Management

Fee-Only (% of Portfolio)

Timber Point Capital Management LLC is an institutional investment management firm that provides discretionary portfolio management, sub-advisory services, and model portfolios to registered investment companies, other registered investment advisors, and institutional clients. The firm does not provide comprehensive retail wealth management or financial planning services directly to individual clients. Any retail advisory services provided by its personnel are conducted through a separate registered investment advisor, Fortis Capital Advisors. Timber Point Capital Management focuses on active, global, and risk-aware investment strategies utilizing equities, fixed income, exchange-traded funds, and mutual funds.

Assets Under Management$190M
Clients3
AdvisorsN/A
Avg. per Client$63M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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