PI

Phillip Leroy Ingle

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
320 clients
Average Client Portfolio
$153K average
Assets Under Management
$49.1M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

LFI directs clients to third-party investment advisors and is compensated via a fee share. Fees are negotiable and disclosed to clients. They also offer a Cash Management Platform with a 0.50% fee, which is also negotiable. Alternative investment consulting fees vary depending on the sponsor, with some charging a flat fee ($2,500 annually for assets between $25,000 and $225,000) or a percentage (1.00% annually for assets over $250,000). LFI may direct clients to Synergy Asset Management LLC, Turner Capital Investments, LLC, Ignite Funding, Barrat Asset Management, Cantor Fitzgerald & Company, and REI Energy. The minimum investment for Turner Capital Investments, LLC is $100,000. For all other investments there is an account minimum requirement of $25,000. Clients are responsible for third-party fees.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

65 Enterprise, Aliso Viejo, CA, 92656

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Regulatory History (2)
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Regulatory
September 2003
Final
Regulatory
January 2001
Final
Other Business ActivitiesSells Insurance

Phillip owns SSG Solutions Financial & Insurance Services LLC, offering retirement planning and insurance services, dedicating about 10-20% of his time. He is also an Estate Planning Team Member, representing and marketing deferred sales trusts, spending a few hours per week on this activity.

Employment History
Current Registrations
Lifetime Financial, INC.
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Horter Investment Management, LLC
January 2016 - September 2018 · 2 yrs 8 mos
Global Financial Private Capital, LLC
March 2010 - December 2015 · 5 yrs 9 mos
San Clemente Securities, INC.Broker
August 1997 - February 1999 · 1 yr 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.