Timberlink LLC
Answer a few questions and
get matched with an advisor.
Learn more about Timberlink LLC
Overview
Timberlink LLC operates as a financial advisor company that has its headquarters in Duluth, Georgia. Timberlink LLC manages $83.6 million in assets throughout one customer account. The company has a small team, including 2 financial advisors. Timberlink LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, bonds and stocks.
Timberlink LLC manages zero of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices without needing the client's permission. The firm also oversees one non-discretionary accounts totaling $83.6 million in assets under management. The advisory firm's average account size is $83.6 million. The average advisor at Timberlink LLC oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Timberlink LLC's main office is at 11340 Lakefield Drive, Duluth, Georgia 30097. Timberlink LLC is legally permitted to provide services to clients in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Timberlink LLC by the Numbers
$83.6 million
2
1
$83.6 million
Products and Services
Timberlink LLC offers a number of financial services, which can include portfolio management for institutional clients, pension consulting services and selection of other advisers. Notably, the company did not provide financial planning services to any of its accounts in the last fiscal year. Timberlink LLC does not sell products or offer services aside from investment advisory services to its investment advisory clients.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Find a firm that offers this service
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services are based on the type of services offered. Fees charged by the firm likely include some blend of the following fee types: hourly or fixed. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pension plans, charitable organizations and other investment advisers. Timberlink LLC's biggest client type by number of accounts is pension plans. About 80% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 75%
- Charitable Organizations - 25%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Timberlink LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.