Timonier
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$450,303,587
Total clients
186
54% high-net worth
Total advisors
4
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
47
Average account size
$2,420,987
About
Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities, and also offers retirement plan advisory and consulting. The firm combines portfolio management with comprehensive financial planning, estate planning, and tax planning for both high-net-worth and non-HNW clients.
The firm follows a multi-generational, family-office approach that emphasizes a holistic financial plan and long-dated, structured portfolios; its investment philosophy is long-only, favors market efficiency, and prioritizes asset allocation, periodic rebalancing, low turnover, and tax efficiency. Timonier also serves as a named fiduciary for certain retirement plans and provides ERISA-focused services such as model portfolios, investment menu design, and participant education.
Timonier is notable among peers for integrated professional affiliations: certain representatives maintain real estate licenses through an affiliated brokerage, several team members are licensed CPAs and provide in-house tax planning and preparation, and some advisors provide legal services through an independent law practice. The firm also implements multi-generational client incentives (for example, fee concessions for second-generation accounts and waived advisory fees for college 529 plan implementations), reflecting its emphasis on family continuity.
Client services
Expertise
Occupation focus
Fee options
Flat fee negotiated for Retirement Plan Consulting Services; e.g., $4,000 annually for accounts under $1,000,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $1,000,000 (may be waived depending on circumstances); $2,000,000 minimum for endowment, trust, and retirement plan consulting services Fee-only: Fee-only advisor; does not receive commissions; fees fully transparent and disclosed.
Main office location
Timonier
121 Reynolda Village, Suite B
Winston Salem NC 27106, United States
Number of offices
1
Most active in
Colorado · Louisiana · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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