Lifetime Financial Foundations offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Lifetime provides customized investment solutions using mutual funds, exchange-traded funds, individual stocks, and fixed-income securities. They also offer financial planning services on an hourly or fixed-fee basis, covering areas like retirement, education, and insurance needs. Lifetime may recommend independent managers for a portion of client portfolios.
Fee Structure
Lifetime Financial Foundations offers investment management services where fees range from 0.05% to 2.00% annually, based on the amount of assets managed and the complexity of the client's needs. Fees are paid quarterly, in advance, based on the value of the account at the end of the prior quarter. Fees may be negotiable. If using independent managers, the combined fees of Lifetime and the independent manager will not exceed 3%.