Timm Financial Services offers investment advisory and financial planning services. They manage portfolios on a discretionary basis, using a tactical allocation strategy. Financial planning services include recommendations for portfolio customization, investment strategies, retirement planning, tax optimization, cash flow analysis, and estate planning. They also offer estate planning services for a separate fee.
Assets Under Management$1M
Clients5
Advisors2
Avg. per Client$200K
Avg. per Advisor$500K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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