Hilgardt Lamprecht is a CFP-designated registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 28 years of industry experience. Hilgardt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 75 clients with $180M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10 million. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements in accordance with the fee schedule and Advisory Agreement in place at the time they onboarded.
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
Get directionsHilgardt is the owner/president of The LifeWealth Group, developing financial plans and selling securities, variable products, and fixed insurance products. He also has ownership in LifeWealth Transition Partners, LLC, assists clients in business sales, is a real estate sales associate, and is involved in personal real estate investments.
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