Randall Luebke
Randall Luebke is a registered investment advisor at Lifetime Financial, INC., based in Newport Beach, CA, with 14 years of industry experience. Randall 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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
Location
260 Newport Center Dr Ste 100, Newport Beach, CA, 92660
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
Randall is a licensed insurance agent and owner of Lifetime Insurance Services since 2011, dedicating about half his time to this activity. He is also a real estate and mortgage broker for United American Mortgage, spending about 10% of his time on this.
Employment History
Current Registrations
Lifetime Financial, INC.
State Registrations6 states
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
More Advisors
- Darren Candiotty, ChFCLifetime Financial, INC.
- Michael Hu, CFPSeia
- John Kostic, CFPTurner Financial Group, INC.
- Brian Mercado, CFPPrivate Advisor Group, LLC
- Yachen Sun, CFPWells Fargo Advisors
- Mark Mowrey, CFASignature Resources Capital Management, LLC