Hilgardt Lamprecht is a CFP-designated registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 29 years of industry experience. Hilgardt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 544 clients with $490M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees are negotiable at the sole discretion of the firm. Maximum advisory fee is up to 2%.
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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