Bryan Hancock is a CFP-designated registered investment advisor at Timberchase Financial, LLC, based in Hoover, AL, with 21 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Divorce Planning, Education Planning, and 6 more. Their firm serves 122 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Timberchase also offers a fixed fee option ranging from $1,000 to $50,000.
Fee Estimator
Contact
Bryan Hancock
Location
31 Inverness Center Parkway, Suite 100, Hoover, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bryan is an adjunct instructor of finance at Samford University since January 2022. This activity is not investment-related.
Employment History
Current Registrations
Timberchase Financial, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Please view our website at www.timberchase.net