Timberchase Financial, Llc
Hoover, Alabama
5.0
1 Review
Timberchase Financial, LLC, based out of Hoover, AL, is a small investment advisory firm serving over 40 individual clients with a combined $155,816,000 in assets under management. With two offices, Timberchase Financial provides personalized financial solutions to its clients. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to handle employer funds. All of the assets they manage are discretionary, ensuring a high level of control and flexibility. Catering primarily to high net worth individuals, Timberchase Financial has established a solid reputation fo...
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Assets Under Mgmt

$155.82M

Investment Professionals

3

Locations

1

% 401K & Individual

12%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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