Lifetime Investments & Insurance LLC offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage portfolios, selecting investments and executing trades. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend equities but may use other securities to diversify portfolios.
Assets Under Management$50K
Clients1
Advisors1
Avg. per Client$50K
Avg. per Advisor$50K
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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