Timothy Craig Steenwyk

Fee-Only (% of Portfolio)

Timothy Steenwyk is a registered investment advisor providing portfolio management services to individuals, trusts, charitable accounts, and retirement accounts. The firm utilizes a fundamental value investment approach inspired by Benjamin Graham, focusing on long-term capital appreciation by investing in undervalued public companies. Timothy Steenwyk operates as a sole proprietor managing portfolios on a discretionary basis, making buying and selling decisions without requiring prior client approval for each trade. The investment strategy emphasizes patience and a long-term horizon, accepting periods of short-term underperformance in pursuit of long-term gains. The firm does not offer financial planning, tax preparation, or other non-investment services, focusing entirely on stock market investing using a disciplined, low-turnover approach.

Assets Under Management$32M
Clients23
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$16M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $4.0M2.00%
$4.0M - $8.0M1.50%
$8M+1.00%

Fees are billed semi-annually in arrears. Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Timothy Craig Steenwyk - Fees, AUM & Advisors | TrueAdvisor