Advisor at Unlimited Timing Service Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Unlimited Timing Service Inc
Location
Creedmoor, NC
Credentials
Series 63, Series 65
Industry experience
24 years
Gary Balunas is a financial advisor with Unlimited Timing Service Inc in Creedmoor, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Unlimited Timing Service since 2007 and also has a long tenure with Comprehensive Asset Management beginning in 2003. In addition to advisory work, he is registered as an insurance agent in Florida. Unlimited Timing Service Inc provides discretionary portfolio management primarily for high-net-worth individuals, trusts, estates, and pension and profit-sharing plans. The firm applies a market-timing approach with daily portfolio reviews and manages accounts on the Interactive Brokers platform, operating as a solo practitioner model where the principal assumes full responsibility for investment decisions within agreed client guidelines.
Based on Unlimited Timing Service Inc
Flat fees may be agreed upon for specific unique services such as estate settlement, family trust setup, billed in 15 minute increments at $200/hour or as a flat fee
$0 - $5,000,000: 2% $5,000,000+: 1.5%
$200/hour for administrative and advisory services not related to account management
Creedmoor, NC
Florida · New York · North Carolina
Unlimited Timing Services
2007 - Present (19 years)
Unlimited Timing Services
2007 - Present (19 years)
Comprehensive Asset Management
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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