Time & Wealth Management, LLC

RIASEC Registered

Total AUM

$8.4M

Discretionary

$8.4M

100% of AUM

Avg account

$931K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charleston, South Carolina
CRD number: 323599
Website: twmsc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.1%
Individuals6.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Time & Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients and combines fee models (percentage of AUM, hourly, and fixed fees). It provides financial planning and portfolio management for individuals, small businesses and other business or institutional clients, and it also conducts pension-consulting work and selects other advisers on behalf of clients. The firm also functions as an insurance broker and describes itself as a capital allocator. It does not identify as an active ESG investor and is not a multi-state adviser.