Lifetime Financial, Inc. is a registered investment advisor based in Newport Beach, California, offering continuous investment advice and asset management services on a discretionary or non-discretionary basis. Lifetime Financial helps clients select appropriate third-party money managers and portfolio platforms tailored to their individual goals, time horizons, and risk tolerance. The firm also assists with cash management platforms and alternative investment consulting. Lifetime Financial works with individuals, high-net-worth individuals, and retirement plans, prioritizing a fiduciary duty to act in clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Lifetime Financial utilizes multiple third-party money managers and platforms with varying fee schedules, including Turner Capital Investments (1.00% base management fee plus sub-advisory tiers from 0.50% to 1.00%), Synergy Asset Management (total fees from 1.40% to 1.85%), and a Cash Management Platform at 0.50%.