Timucuan Asset Management Inc

CRD#105899
Investment Advisor Firm

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Learn more about Timucuan Asset Management Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Timucuan Asset Management Inc is located at 200 West Forsyth Street, Jacksonville, FL. The firm employs 7 financial advisors to manage client portfolios and provide financial guidance. Timucuan Asset Management Inc is not a registered broker-dealer.

    Timucuan Asset Management Inc oversees $3.3 billion in assets under management across 593 accounts, of which 554 are discretionary and 39 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Timucuan Asset Management Inc includes asset-based, fixed, and performance-based fees. The firm has 547 high net worth clients.

    Timucuan Asset Management Inc is registered in the states of California, Colorado, Connecticut, Florida, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Carolina, Texas, and Virginia.

    Assets Under Management

    $3.3 billion

    Number of Advisors

    7

    Disclosures

    No

    Office Location

    200 West Forsyth Street
    Jacksonville, FL 32202

    Timucuan Asset Management Inc by the Numbers

    Total Assets Under Management

    $3.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    11

    National Average: 64
    Total Number of Accounts

    593

    National Average: 375,227
    Average Account Size

    $5.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management typically are based on the type of services provided. Fees billed by Timucuan Asset Management Inc most likely include some blend of the following fee types: asset-based, fixed, or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Timucuan Asset Management Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a broad range of investors. The firm works with retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. Out of its 6 clients, Timucuan Asset Management Inc's biggest client type by number of accounts is high net worth investors, although it also caters to 547 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 92.24%
    • Other Individuals - 3.2%
    • Corporations - 3.2%
    • Charitable Organizations - 1.35%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Timucuan Asset Management Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Timucuan Asset Management Inc

    Russell Newton
    Jacksonville, FL
    Christopher Schmachtenberger
    Jacksonville, FL
    Dreama Vaughn
    Jacksonville, FL
    James Franco
    Jacksonville, FL
    Todd Martin
    Sarasota, FL
    Dennis Blyly
    Middlebury, IN
    James Moore
    Jacksonville, FL

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