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

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.

Areas of Practice
Investment Management
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Location

One Roosevelt Avenue, Port Jefferson Station, NY, 11776

4 Advisors at this firm

Timecapital Investor Advisory Services INC | TrueAdvisor