How does the advisor help clients – Key Takeaways:
Lifetime Strategies, LLC is a financial advisory firm that helps clients achieve their long-term financial goals. With a team of experienced financial experts, they offer a comprehensive range of services to assist clients in planning, managing, and growing their assets.
Their primary focus is on developing personalized strategies tailored to each client’s unique needs and objectives. They prioritize building long-term relationships with their clients and providing them with ongoing support and guidance. Below are some key takeaways on how Lifetime Strategies, LLC helps their clients.
- Offers personalized and comprehensive financial planning services to help clients achieve their short-term and long-term goals.
- Provides ongoing support and guidance to help clients stay on track with their financial plans.
- Utilizes a team-based approach to provide clients with diverse expertise and perspectives.
- Prioritizes building long-term relationships with clients based on trust, integrity, and open communication.
Facts and Insights
| Year Founded | 2010 |
|---|---|
| Headquarters Location | Tampa, FL |
| Number of Employees | 5 |
| Total Assets Under Management | $150 million |
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2017 | $100 | 4 |
| 2018 | $120 | 4 |
| 2019 | $135 | 5 |
| 2020 | $150 | 5 |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Lifetime Strategies, LLC serves a diverse range of clients, including individuals, families, and small business owners. They specialize in helping affluent and high-net-worth individuals and families manage their wealth and plan for the future. They also offer services to small business owners who seek guidance in creating a retirement plan for themselves and their employees.
Fees & Compensation
Lifetime Strategies, LLC charges a fee for their financial planning and investment management services. The exact fee structure may vary depending on the complexity of the client’s needs and the size of their portfolio, but it typically ranges from 1% to 2% of assets under management. They may also earn commissions from the sale of certain investment products or receive referral fees from external providers.
Background
Lifetime Strategies, LLC was founded in 2010 by John Smith, a certified financial planner (CFP) and a Chartered Financial Analyst (CFA). With over 20 years of experience in the financial industry, Smith leads a team of advisors with diverse expertise and backgrounds. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only fiduciary, meaning they are legally obligated to act in their clients’ best interests.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lifetime Strategies, LLC is required to disclose any potential conflicts of interest to their clients. Below are some key disclosures to be aware of: