Shawn Minnich
Shawn Minnich is a registered investment advisor at Lifetime Financial Foundations, LLC, based in York, PA, with 6 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 205 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifetime Financial Foundations offers investment management services where fees range from 0.05% to 2.00% annually, based on the amount of assets managed and the complexity of the client's needs. Fees are paid quarterly, in advance, based on the value of the account at the end of the prior quarter. Fees may be negotiable. If using independent managers, the combined fees of Lifetime and the independent manager will not exceed 3%.
Location
York, PA
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Regulatory History (1)
Criminal
December 2015Employment History
Current Registrations
Lifetime Financial Foundations, LLC
State Registrations1 state
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