Lifetime Equity Investments creates customized investment portfolios for clients based on their individual objectives, time frame, and risk tolerance. Portfolios may include American Depository Receipts, bonds, mutual funds, equities, and exchange traded funds. The firm uses fundamental analysis to determine a security's value.
Assets Under Management$27M
Clients67
Advisors2
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
The fee is negotiable, and the client may combine multiple accounts within the same household to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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