Lifelong Wealth Management Group offers investment advice and financial planning to clients. They work with clients to understand their goals and risk tolerance, then create a portfolio using stocks, bonds, exchange traded funds, and mutual funds. They also offer financial planning services covering investments, retirement, estate planning, education, and insurance.
Assets Under Management$120M
Clients187
Advisors2
Avg. per Client$650K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
In certain circumstances, fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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