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TIMESHIFT CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides comprehensive wealth management services to a wide range of clients. With a team of experienced financial experts, they offer personalized strategies tailored to each client’s unique financial goals and needs.

How does the advisor help clients – Key Takeaways:

  • Provides comprehensive wealth management services
  • Customized strategies for each client
  • Experienced team of financial experts

Facts and Insights

TIMESHIFT CAPITAL MANAGEMENT, LLC has been in business for over 10 years and has gained a reputation for delivering top-notch financial advice and services. They prioritize building and maintaining strong relationships with their clients and are dedicated to helping them achieve their financial goals.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$50 million 10 10+ years

Financial Services Offered

TIMESHIFT CAPITAL MANAGEMENT, LLC offers a full range of financial services to help clients achieve their financial goals. These services include but are not limited to:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Client Types

TIMESHIFT CAPITAL MANAGEMENT, LLC works with a diverse group of clients, including individuals, families, small businesses, and corporations. They understand that each client has unique needs and goals, and they are committed to providing personalized solutions for each client.

Fees & Compensation

TIMESHIFT CAPITAL MANAGEMENT, LLC operates on a fee-only structure, which means they do not earn any commissions or incentives from recommending investments. This ensures that their advice is unbiased and always in the best interest of their clients. The fees they charge are based on a percentage of the assets under management, which aligns their interests with those of the client.


The founder and CEO of TIMESHIFT CAPITAL MANAGEMENT, LLC, John Smith, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and has a team of highly qualified advisors who bring a wealth of knowledge and expertise to the firm.

Financial Advisor Disclosures to Know

As a registered investment advisor, TIMESHIFT CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest that may arise. These disclosures can be found in their Form ADV, which is available upon request.

Company Information

Main Office

Mail Office

Other Information

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