Mario Pelosi
Mario Pelosi is a registered investment advisor at Time Investments, LLC, based in Huntingdon Valley, PA, with 20 years of industry experience. Mario operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees on assets greater than $10,000,000 are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. The level of annual fees is negotiable.
Fee Estimator
Location
Huntingdon Valley, PA
Get directionsHistory
Regulatory History (7)
Employment Separation After Allegations
January 2024Customer Dispute
June 2005Customer Dispute
April 2005Customer Dispute
October 2004Customer Dispute
May 2004Customer Dispute
April 2004Customer Dispute
April 2003Employment History
Current Registrations
Time Investments, LLC
Previous Registrations
Glasgow Partners, LLC
H&r Block Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.