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.
Assets Under Management$230M
Clients222
Advisors4
Avg. per Client$1M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
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