Lifetime Wealth Advisors provides wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, and small businesses. Financial planning covers areas like cash flow, investments, taxes, insurance, estate, retirement, and education. Investment management is offered on both discretionary and non-discretionary bases, using model portfolios and third-party managers to align with client goals.
Assets Under Management$78M
Clients315
Advisors2
Avg. per Client$250K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $999K | 1.00% |
| $999K - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for assets over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...