Katie Lenz is a CFP-designated registered investment advisor at Timberchase Financial, LLC, based in Hoover, AL, with 10 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 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
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
Katie owns several real estate investment properties since 2018, including Revere Rentals, Oregon Ironwood, LLC, Kristen Log Cabin, LLC, and LPM Redmond, LLC. She performs bookkeeping and other administrative duties, but this activity does not represent a significant amount of time or income.
Employment History
Current Registrations
Timberchase Financial, LLC
Previous Registrations
Nautilus Financial Planning, LLC
State Registrations2 states
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