Noah Trstenjak is a registered investment advisor at Lifetime Capital Planning Group LLC, based in Flower Mound, TX. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 71 clients with $85M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
The annual fee may be negotiable, for larger accounts, LTCPG may charge a flat annual fee that would be less than the annual fee of 0.95%. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees depending on the account value, investment style and types of securities used.
Fee Estimator
Location
700 Parker Square Road, Suite 190, Flower Mound, TX, 75028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lifetime Capital Planning Group LLC
State Registrations2 states
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