Timeless Wealth, LLC offers financial planning and investment management services. Financial planning involves helping clients establish goals and values around money, reviewing their financial information, and providing analysis and potential changes to their current situation. Investment management involves providing continuous advice on investing client funds based on their individual needs. Timeless Wealth primarily advises on stocks, bonds, mutual funds, ETFs, and government securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.facebook.com/profile.php?id=61586166189094 ·www.linkedin.com/company/timeless-wealthllc ·www.timeless-wealth.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.35% |
Fees are negotiable and may vary by client. The same fee schedule applies to fee-based annuities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...