Lifetime Financial Advisors LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Lifetime Financial Advisors, led by Stefan Garcia, provides personalized investment advice to individuals, retirement plans, trusts, and other entities. They help clients identify financial goals, assess risk tolerance, and select appropriate investments. For retirement plans, they assist employers with plan selection, compliance, and employee education. All accounts are managed on a non-discretionary basis.
Assets Under Management$14M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.3M | 0.75% |
| $1.3M - $3.3M | 0.50% |
| $3.3M+ | 0.50% |
Fees are negotiable for amounts over $3,250,000. Includes a certain number of free trades per year, depending on the tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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