Timothy Craig Steenwyk

Fee-Only (% of Portfolio)

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.

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 not negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Timothy Craig Steenwyk | TrueAdvisor