Michael Shearn is a registered investment advisor at Time Value of Money, L.P., based in Austin, TX, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm may reduce or eliminate the management fee with respect to any investor at its discretion. The Adviser and any affiliates will not be charged any Management Fee with respect to their direct or indirect interests in the Client.
Fee Estimator
Location
1405 Spyglass Drive, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is the manager of JMXI, LLC, a Texas limited liability company, and the general partner of Time Value of Money, L.P. Michael's operation of JMXI, LLC is simultaneous with his investment advisory business.
Employment History
Current Registrations
Time Value of Money, L.P.
State Registrations1 state
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