Lifelong Investment Management Services (LIMS) provides investment management and financial planning services to individuals, families, pension and profit-sharing plans, trusts, estates, small businesses, and charitable organizations. LIMS offers investment advice, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. LIMS does not sell commissioned products, but the managing member is affiliated with entities that sell insurance products.
Assets Under Management$3.6M
Clients18
Advisors1
Avg. per Client$200K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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