U
Unlimited Timing Service Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,926,150
Total clients
37
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$160,166
About
The firm provides discretionary portfolio management primarily for high‑net‑worth individuals and also works with trusts, estates, pension and profit‑sharing plans. Services include individualized portfolio management on the Interactive Brokers platform, at‑least‑annual portfolio reviews, and occasional estate‑settlement and account‑setup work that is billed separately under agreed terms.
The adviser draws on a mix of sources — financial newspapers, research services, and third‑party timing services — and conducts daily reviews to tailor investment decisions to each client’s risk tolerance and objectives. Portfolios are generally managed for the longer term, with a discretionary mandate that permits the adviser to implement buy/sell decisions without prior client approval while allowing clients to impose written restrictions.
What differentiates the firm from many peers is its explicit use of market‑timing inputs and daily oversight combined with a solo‑practitioner model that concentrates responsibility in the principal, a long‑standing practitioner since 1990. The principal also holds insurance licenses and may sell commissionable insurance products (a disclosed conflict), the firm relies on Interactive Brokers’ custodial and security features and an external cybersecurity consultant, and it does not offer performance‑based fee arrangements.
Client services
Portfolio management
Market timing
Consultation on an hourly basis
Expertise
Wealth management
General estate planning guidance
Fee options
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
Most active in
Unlimited Timing Service Inc has reported serving >5 clients in these states in the last 12 months.
Florida · New York · North 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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