Sylvia Mccrackin is a registered investment advisor at Lifetime Wealth Management P.C., based in Rockwall, TX, with 8 years of industry experience. Sylvia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 106 clients with $180M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Some client contracts may reflect a higher/lower management fee that was agreed upon prior to the existing fee schedule and prior to the account minimums being set at $1,000,000 and/or a minimum net worth of 2 million. The firm also offers a performance-based fee arrangement for certain accounts with a minimum base advisory fee of 1% per year plus 10% of the gains exceeding a 7% hurdle rate.
Fee Estimator
Location
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX, 75087
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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 →Other Business Activities
Sylvia is involved in several community organizations, including Rockwall Rotary (Board Member and Secretary), Rockwall Chamber of Commerce (Ambassador), Professional Women's Alliance, Rockwall Women's League, and Lakepointe Church (Life Group Leader). These activities are not investment-related.
Employment History
Current Registrations
Lifetime Wealth Management P.C.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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