SH

Sharon Ruth Hicklin

10 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

260 Newport Center Dr Ste 100, Newport Beach, CA, 92660

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Regulatory History (1)
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Employment Separation After Allegations
January 2015
Other Business Activities

Sharon works as a business consultant, providing project and event management consulting services. She receives a nominal consulting fee on a per project basis, earning less than $10,000 per year.

Employment History
Current Registrations
Lifetime Financial, INC.
October 2015 - Present · 10 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.