Lifetime Wealth Management offers personalized investment advice, including financial planning and asset management. Financial planning can be full or modular, addressing overall financial situations or targeted priorities. Asset management services range from monitoring and investment advice to discretionary management, tailored to individual client needs. LWM does not sponsor a wrap fee program.
Fee Structure
Lifetime Wealth Management offers asset management services with fees charged as a percentage of the value of your portfolio. The maximum annual fee is 2%. The exact percentage is negotiable based on the level of service, the amount of assets managed, and your prior relationship with LWM. Fees are billed quarterly. You can have the fees deducted from your account or pay directly.