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Timeless Portfolio Solutions, Inc. (Hudson)


Timeless Portfolio Solutions, Inc. is an adviser based in Hudson. It manages $16.54 million of regulatory assets for 336 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Georgia.




Timeless Portfolio Solutions provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Timeless Portfolio Solutions: assets under management

The assets under management (AUM) of Timeless Portfolio Solutions, Inc. is $16.54 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.04 million in discretionary accounts and $9.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $49.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.19 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Timeless Portfolio Solutions, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hudson

The principal office where Timeless Portfolio Solutions, Inc. performs its advisory services is located at 5603 Darrow Road, Hudson, OH 44236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-653-3218 or by fax 330-653-3219. The normal business hours are 9:00am to 4:30pm on Monday - Friday.


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