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Time Advisors USA, LLC

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 Low

Average 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

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$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

Quick links

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