Lifetime Financial Planners offers financial planning and investment management services. The firm provides initial financial planning, ongoing financial planning, and investment management. Initial financial planning involves evaluating a client's financial situation and creating a plan. Ongoing financial planning includes implementation, monitoring, and annual updates. Investment management is offered on a discretionary basis, where Lifetime Financial Planners can buy and sell securities without prior client approval.
Assets Under Management$15M
Clients22
Advisors1
Avg. per Client$700K
Avg. per Advisor$15M
lifetimefinancialplanners.com ·www.napfa.org/firm/50415/41542 ·connect.xyplanningnetwork.com/find-an-advisor/k...
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
At no point will the fee charged to the client exceed 3% of assets under management with the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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