Time Advisors USA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,000,000
Clients
3
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
3
Very LowAverage account size
$2,000,000
About
The firm provides investment advisory and portfolio management services to individuals (including high-net-worth clients) and to corporate clients. It offers both discretionary and non-discretionary portfolio management and provides advice across a broad set of investments, including equities, mutual funds and ETFs, options, structured products, and leveraged ETFs.
The firm describes a tailored approach that uses multiple methods of analysis—charting, technical, fundamental and cyclical analysis—and may implement long‑term purchase strategies while managing cash via custodial money‑market options. While it can operate under discretionary authority, its disclosures also emphasize non‑discretionary arrangements that require client approval for trades and that non‑discretionary accounts are treated separately for aggregation and transaction-cost purposes.
Noteworthy for an independent, single‑advisor practice is the combination of a recent registration and an explicit focus on complex and internationally traded instruments, including leveraged and foreign options, which corresponds with the firm's reported significant non‑U.S. client base. The firm’s specific policies on trade allocation and the treatment of non‑discretionary accounts are highlighted in its disclosures, a feature that is less common among peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $9,999,999: 0.80% Above $10,000,000+: 0.60%
Main office location
Time Advisors USA, LLC
Miami FL, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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