Time & Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,377,577
Total clients
7
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$1,196,797
About
Time & Wealth Management, LLC is a small independent registered investment adviser that serves individuals, trusts, and institutional clients, including ERISA pension plans. The firm provides discretionary portfolio management, financial planning, pension consulting, insurance services, and outsourced financial, accounting and operations support for non-advisory clients.
TWM tailors portfolios to each client’s goals, risk tolerance and cash flow needs and conducts account reviews at least quarterly. Its investment process blends bottom‑up fundamental and technical analysis with top‑down macro views and may allocate to public pooled vehicles as well as illiquid private investments such as private equity or senior private debt.
Distinctive features include operating as a solo adviser with roughly $8.4 million in discretionary assets across seven clients while also offering institutional pension consulting — a combination that is uncommon for firms of this size. The firm’s adviser holds insurance licensure and provides insurance services and outsourced operational services to non‑advisory clients, arrangements that can create compensation relationships beyond typical AUM advisory practices.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Private / alternative investments
Real estate investing
Wealth management
Fee options
Financial planning flat fee available; consulting services may be charged flat fees
Financial planning hourly fees typically range from $500 to $1,500 per hour
Account minimum: $1,000,000 Fee-only: Financial planning fees charged as flat fee or hourly fee, typically $500 to $1,500 per hour
Main office location
Time & Wealth Management, LLC
409 King Street, Suite 200
Charleston SC 29403, United States
Number of offices
1
Most active in
Time & Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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