Lifelong Investments, LLC offers general financial planning services and investment advice based on your individual financial objectives, risk tolerance, and personal circumstances. Lifelong Investments does not directly manage your assets, but instead recommends independent third-party money managers. The firm provides a free initial consultation to gather information about your financial situation.
Assets Under ManagementN/A
Clients41
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Lifelong Investments does not directly manage client assets. Instead, they recommend independent third-party money managers. The investment advisors are compensated with a solicitor's fee from these third-party managers. The fee you pay is disclosed in the management agreement you enter into with the third-party manager.
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