Lifelong Wealth Advisors manages investment portfolios and offers comprehensive financial planning and consulting services. The registered investment advisor helps clients build customized portfolios using mutual funds, exchange-traded funds, independent managers, and direct indexing. Lifelong Wealth Advisors tailors its strategies based on each client's specific goals, risk tolerance, and time horizon. The firm covers a wide range of financial needs, including retirement planning, estate planning, tax analysis, cash flow management, insurance evaluation, and education planning. Clients can hire Lifelong Wealth Advisors for standalone financial planning or combine it with ongoing portfolio management through different service tiers. The firm operates with a consultative approach, emphasizing personal attention and accessibility from its team of professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.75% |
| $300K - $600K | 1.50% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.25% |
Shown is the Standard schedule. Firm also offers Hybrid and Compact schedules with lower rates. Fees are negotiable and may differ for held-away assets.