Timothy Steenwyk is a sole proprietor who manages investment portfolios for individuals, trusts, charities, and retirement accounts. He uses a fundamental value approach, investing in public companies trading at a discount to their worth. This strategy focuses on capital appreciation and dividends. He does not tailor accounts to different investment approaches. Clients give Timothy Steenwyk the authority to buy and sell securities, but clients retain full control over deposits and withdrawals.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 2.00% |
| $4.0M - $8.0M | 1.50% |
| $8M+ | 1.00% |
Fees are not negotiable.