TrueAdvisor
TrueAdvisor
PI
PI

Phillip Ingle

Lifetime Financial, INC.
17 Years of Experience
Aliso Viejo, CA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Phillip Ingle is a registered investment advisor at Lifetime Financial, INC., based in Aliso Viejo, CA, with 17 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 263 clients with $63M in assets under management.

Lifetime Financial, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
263 clients
Average Client Portfolio
$241K average
Assets Under Management
$63.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Lifetime Financial utilizes multiple third-party money managers and platforms with varying fee schedules, including Turner Capital Investments (1.00% base management fee plus sub-advisory tiers from 0.50% to 1.00%), Synergy Asset Management (total fees from 1.40% to 1.85%), and a Cash Management Platform at 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

65 Enterprise, Aliso Viejo, CA, 92656

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2003
Final
Regulatory
January 2001
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Phillip owns SSG Solutions Financial & Insurance Services LLC, offering retirement planning and insurance services, dedicating about 10-20% of his time. He is also an Estate Planning Team Member, representing and marketing deferred sales trusts, spending a few hours per week on this activity.

Employment History
Current Registrations
Lifetime Financial, INC.
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Horter Investment Management, LLC
January 2016 - September 2018 · 2 yrs 8 mos
Global Financial Private Capital, LLC
March 2010 - December 2015 · 5 yrs 9 mos
San Clemente Securities, INC.Broker
August 1997 - February 1999 · 1 yr 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Aliso Viejo, CA →All financial advisors in California →