Lifetime Financial LLC provides financial planning and investment management services to individuals. They work with clients to develop custom financial plans and manage investments. Lifetime Financial monitors the plan, recommends changes, and manages investments. They specialize in serving professionals working at nonprofits, universities, and government agencies.
Assets Under Management$21M
Clients19
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$7,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.25% |
Fees are negotiable in certain cases. Minimum annual advisory fee of $7,200.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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