Lifelong Investment Solutions, based in Schaumburg, Illinois, refers clients to Matson Money, another registered investment advisor, for investment management. Lifelong Investment Solutions helps clients determine their risk profile and investment objectives, then suggests an appropriate model portfolio managed by Matson Money. Lifelong Investment Solutions does not manage assets or provide investment advice directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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