Mt. Timp Capital offers investment advice to individuals, pension and profit-sharing plans, trusts, and estates. Services include asset management and financial planning. Mt. Timp Capital creates an Investment Policy Statement for each client, which includes risk profile, time horizon, cash needs, investment philosophy, and asset allocation. Mt. Timp Capital does not exercise discretionary authority over client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3K | 3.00% |
| $3K - $5K | 2.00% |
| $5K - $7K | 1.25% |
| $7K+ | 1.00% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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