MyTimeEquity, LLC is an investment advisory firm that manages investment portfolios using stocks, ETFs, mutual funds, and algorithmic trading models. They tailor their services to each client's goals, risk tolerance, and investment timeframe. MyTimeEquity also advises a private fund investing in cryptocurrencies and digital assets. They are planning to offer financial planning services in the future.
Assets Under Management$85M
Clients275
Advisors3
Avg. per Client$310K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
For select strategies such as futures trading, options overlay, shorting strategy, the firm will charge a performance fee of up to 20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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