Lifetime Financial, INC.
Assets Under Management
$49.1M
Number of Clients
320
Number of Advisors
7
Average Client AUM
$153K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)
About This Firm
Lifetime Financial, Inc. offers continuous investment advice tailored to individual client needs on a discretionary or non-discretionary basis. They utilize third-party money managers, act as a 3(38) Investment Manager, and offer a Cash Management Platform and Alternative Investment Consulting. LFI generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs, insurance products including annuities, alternative investments and government securities.
Fee Structure
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
Location
260 Newport Center Dr Ste 100, Newport Beach, CA, 92660