Lifetime Wealth Design offers financial planning and portfolio management services. Financial planning covers areas like net worth, cash flow, tax, insurance, estate planning, and retirement. Portfolio management involves creating and managing investment accounts based on client goals and risk tolerance. They also offer ongoing monitoring of financial plans and employer-sponsored retirement plans.
Assets Under Management$3.3M
Clients13
Advisors1
Avg. per Client$250K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee is negotiable based on the size of the account. Clients may household or aggregate account values to negotiate a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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