Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Team Timeless Enterprises, LLC offers discretionary and non-discretionary asset management, ERISA plan services (3(21) and 3(38)), and financial planning. Financial planning includes a review of various topics. They also recommend third-party managers. Seminars and workshops are offered for educational purposes.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
1215 Jones Franklin Rd., Suite 201, Raleigh, NC, 27606