YOUR CONTENT
Facts and Insights
Timber Creek Capital Management, LLC is a financial advisory firm that specializes in providing personalized investment solutions to its clients. The firm’s primary objective is to help clients reach their financial goals through comprehensive wealth management services. Using a combination of market research, financial analysis, and asset allocation strategies, the firm aims to optimize investment returns while also minimizing risks.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized investment solutions.
- Focuses on helping clients achieve their financial goals.
- Utilizes market research, financial analysis, and asset allocation strategies.
- Strives to optimize investment returns while minimizing risks.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education funding
Client Types:
- High net worth individuals
- Families
- Small businesses
- Trusts
Fees & Compensation:
Timber Creek Capital Management, LLC charges fees based on a percentage of assets under management. This fee structure incentivizes the firm to work towards maximizing investment returns for clients. The firm also offers a fee-based approach for clients who prefer to pay for specific services as needed. This ensures transparency and aligns the firm’s interests with those of its clients.
Background:
Founded in 2000, Timber Creek Capital Management, LLC has over 20 years of experience in providing financial advisory services. The firm is based in New York City and has a team of 10 dedicated advisors who have extensive knowledge and expertise in the financial industry. The firm’s core values include integrity, professionalism, and a commitment to building long-term relationships with clients.
Financial Advisor Disclosures to Know:
- Timber Creek Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at the firm are required to act in the best interest of the clients and to adhere to a fiduciary standard.
- The firm has a clean record with no disclosures on its record.
- There are no conflicts of interest between the firm and its clients.