LifeLong Advisory Corp offers limited scope financial consulting for accredited investors with specific tax situations. They also provide investment management services, creating portfolios using models managed by LifeLong or institutional portfolio strategists through Orion Portfolio Solutions and AssetMark. LifeLong works with clients to understand their investment goals and risk tolerance, then actively manages and monitors accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual advisory fee is 1.00% and is negotiable. This fee is separate from Orion Portfolio Solutions and AssetMark fees (0.10% to 1.50%) and strategist/model manager fees (0.05% to 0.60%). Total fees will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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