TYME Advisors provides financial planning, investment management, cash management, insurance consultation, general accounting, and outsourced Chief Investment Officer (CIO) services. They help clients understand their financial situation, plan for retirement, education, and estate, and develop investment strategies. TYME Advisors collaborates with other advisors like estate planning attorneys and tax advisors. They also offer retirement plan advisory services to businesses.
Assets Under Management$610M
Clients39
Advisors1
Avg. per Client$16M
Avg. per Advisor$610M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.35% to 1.00% and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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