P. (774) 331-2172

Our Fees

Timmons Wealth Management provides ongoing investment management services to clients with typically $250,000 or more in investible assets. Timmons Wealth Management, in its sole discretion, may reduce and/or waive its minimum asset requirement.

As an independent investment advisor, we do not receive any form of commissions or referral fees. We are compensated based on a tiered percentage of assets under management with no minimum annual fee. We seek to minimize costs for our clients by keeping portfolio trading costs low, avoiding mutual funds with sales charges and using low cost mutual funds and ETFs. 

Our ongoing investment management fee structure for clients is as follows:


Total Assets Under Management
   Annual Fee
 Up to $250,000
   1.25%
 $250,001 - $750,000
   1.00%
 $750,001 - $1,500,000
   0.90%
 $1,500,001 - $2,500,000
   0.75%
 $2,500,001 - $5,000,000
   0.65%
 Above $5,000,000
   Negotiable

Timmons Wealth Management, in its sole discretion, may charge a lesser investment management fee.

Example of Management Fee Calculation

Assets under Management =$500,000
Quarterly Fee Calculation = [($250,000 x .0125) + ($250,000 x .01)]/4 = $1,406.25
Effective annual management fee is 1.13%

Fee is calculated quarterly in arrears based on the closing market value on the last day of the quarter

Financial Planning

We charge $100 per hour for financial planning services with a two hour minimum. These services are provided at no extra charge for ongoing investment management clients. We typically provide an estimate up front of the expected time to complete the financial planning engagement. Payment is due at delivery of the completed work.