Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifestyle Freedom Advisory Group charges fees for asset management, financial planning, and financial consulting. Asset management fees range from 0-1.9% annually, negotiable based on various factors. One-time financial planning ranges from $5,000-$10,000, while ongoing financial planning ranges from $5,000-$10,000 for the initial year and $2,500 for subsequent years. Financial consulting ranges from $15,000-$40,000. All financial planning and consulting fees are negotiable.
Areas of Practice
Advisor Information
Office location
9541 Julian Clark Ave, Suite 101, Huntersville, NC, 28078
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is the Director of Operations/Member of Lifestyle Freedom Group, LLC dba Array Partners and Family Office Division, dedicating about half of his time to business consultation. He is also an insurance agent for Lifestyle Freedom Safe Harbor, LLC, spending about 10-20% of his time on insurance sales and service.