John Beckstead is a registered investment advisor at Lifetime Financial, based in Highland, UT, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 71 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $300K | 1.60% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 0.95% |
Fees are negotiable under special circumstances. A $35 annual fee may be charged to all accounts held under the firm's master account at the custodian.
Fee Estimator
Location
Highland, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lifetime Financial
Previous Registrations
Beckstead, Black & Associates, INC.
State Registrations1 state
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