Lifetime Capital Planning Group (LTCPG) provides investment management services where they manage your investments for you. They also offer financial planning and consulting services, including one-time consultations, ad hoc consultations, and ongoing services to help clients identify goals and set a framework for success. LTCPG may hire sub-advisors to manage client assets. They also hold seminars and workshops to educate the public.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
The annual fee may be negotiable, for larger accounts, LTCPG may charge a flat annual fee that would be less than the annual fee of 0.95%. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees depending on the account value, investment style and types of securities used.