Timecapital Investor Advisory Services INC
Assets Under Management
$232.1M
Number of Clients
222
Number of Advisors
4
Avg. Portfolio per Client
$1.0M
Avg. Managed per Advisor
$58.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
TimeCapital Investor Advisory Services Inc. offers discretionary investment advice to individuals and high-net-worth individuals. They invest in a wide variety of securities. Clients can choose their investment objective and, in some cases, negotiate specific operating guidelines. TimeCapital also sponsors a wrap fee program.
Fee Structure
TimeCapital charges an annual advisory fee of up to 3% of the value of your portfolio. This fee is negotiable. Pershing Advisor Solutions acts as the broker-dealer and charges separate commissions and fees for transactions.
Areas of Practice
Location
One Roosevelt Avenue, Port Jefferson Station, NY, 11776