Lifetime Financial is an investment advisory and wealth management firm. Lifetime Financial identifies client goals, risk tolerance, and financial position. They recommend an asset allocation and portfolio, typically including exchange-traded funds, individual securities, and no-load mutual funds. Clients can restrict investments in certain securities. Lifetime Financial does not participate in wrap fee programs.
Assets Under Management$38M
Clients71
Advisors1
Avg. per Client$530K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $300K | 1.60% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 0.95% |
Fees are negotiable under special circumstances. A $35 annual fee may be charged to all accounts held under the firm's master account at the custodian.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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