Time Advisors USA, LLC offers discretionary portfolio management services. They tailor their investment advice to meet individual client needs and investment objectives. Clients grant Time Advisors USA authority to make investment decisions without prior approval. They may also offer non-discretionary portfolio management services, requiring client approval before each transaction. Time Advisors USA advises on various investments, including equity securities, mutual funds, ETFs, and options.
Assets Under Management$6M
Clients3
Advisors1
Avg. per Client$2M
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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