Stefan Garcia
Stefan Garcia is a CFP-designated registered investment advisor at Lifetime Financial Advisors LLC, based in Wooster, OH, with 24 years of industry experience. Their practice areas include Education Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.3M | 0.75% |
| $1.3M - $3.3M | 0.50% |
| $3.3M+ | 0.50% |
Fees are negotiable for amounts over $3,250,000. Includes a certain number of free trades per year, depending on the tier.
Fee Estimator
Location
2363 Eagle Pass, Suite C, Wooster, OH, 44691
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Stefan is the president of Lifetime Financial Advisors, an RIA, dedicating about 10-20% of his time to investment advisory, portfolio monitoring, and retirement plan design. He also works as an instructor at the Wooster YMCA, is treasurer for Friends of Vulture Knob, and sells annuities for Athene Life and Annuity Company and Reliance Standard Life & Annuity, dedicating minimal time to each.
Employment History
Current Registrations
Lifetime Financial Advisors LLC
The O.N. Equity Sales CompanyBroker
Previous Registrations
On Investment Management CO
State Registrations6 states
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