Lifetime Strategies (LTS) provides personalized financial planning and investment management services. LTS offers both discretionary and non-discretionary investment portfolio management. The firm constructs portfolios primarily using Exchange Traded Funds (ETFs) but may include other investments. LTS also provides financial planning services to help clients manage their financial resources and achieve their goals.
Assets Under Management$15M
Clients77
Advisors1
Avg. per Client$190K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the size and complexity of the client’s portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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