Timeless Wealth Management
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Team Timeless Enterprises, LLC offers discretionary and non-discretionary asset management services, ERISA plan services (3(21) and 3(38)), and financial planning and consulting. Investment strategies are tailored to individual client goals and objectives. They also recommend Third Party Managers (TPMs).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of assets under management, billed monthly in advance. Financial planning is offered for an hourly rate of $175 or a fixed fee between $125 and $550. ERISA plan services fees will not exceed 1% and may be charged as a percentage of included assets or as a flat fee. They also work with Third Party Managers (TPMs) and receive a portion of the advisory fees charged by the TPM.
Areas of Practice
Location
1215 Jones Franklin Rd., Suite 201, Raleigh, NC, 27606