Time Investments offers personalized investment management to federally insured credit unions, small businesses, and individuals. The firm primarily works with 401k clients, offering advice through consultations. Time Investments operates in a non-discretionary fashion, meaning clients make the final investment decisions. The firm does not act as a custodian of client assets.
Assets Under Management$2M
Clients5
Advisors1
Avg. per Client$400K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...