Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifetime Financial Planning clients are given an estimated fee for the initial plan development, guaranteed within 15% of the estimate. The minimum financial planning development fee is $8,000, but may be negotiable. Investment management fees range from 0.40% to 2.00% of assets under management. Fees are prorated and paid quarterly in advance, based on the market value of the assets on the last business day of the previous quarter. For clients using the SEI Platform, fees are paid monthly in arrears. Special project fees range from $1,500 to $50,000 and may be negotiable.
Areas of Practice
Advisor Information
Office location
2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626
Get directionsRegulatory History
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.
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Shannon is a client services manager at BNW Contracting Inc, an admin services company, since January 2019, and president of Younify Consulting, Inc, a business consulting firm, since May 2012. These activities take a few hours per week each.