Content:
How does the advisor help clients – Key Takeaways:
When it comes to managing finances and planning for the future, seeking the guidance of a professional can be a wise decision. For many individuals and businesses, this is where LIFETIME WEALTH MANAGEMENT, LLC comes in. As an experienced and reputable financial management firm, they offer a range of services to assist clients in reaching their financial goals.
Facts and Insights
Founded in 2000, LIFETIME WEALTH MANAGEMENT, LLC has been in business for over 20 years, providing financial expertise and guidance to a variety of clients. With a team of knowledgeable advisors and over $500 million in assets under management, they have established themselves as a go-to firm for those seeking financial planning and management services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $500 million | 10+ |
Financial Services Offered
LIFETIME WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. This includes investment management, retirement planning, tax planning, estate planning, and insurance planning. Their team of experts works closely with clients to create a customized financial plan that aligns with their individual goals and objectives.
Client Types
The team at LIFETIME WEALTH MANAGEMENT, LLC works with a diverse range of clients, from individuals and families to businesses and organizations. They understand that each client has unique needs and goals, and they tailor their services to meet those needs effectively.
Fees & Compensation
LIFETIME WEALTH MANAGEMENT, LLC operates on a fee-based model, meaning they charge clients a percentage of their assets under management. This ensures that their interests are aligned with those of their clients, as the better their clients’ portfolios perform, the higher their compensation will be. They also offer a complimentary initial consultation to potential clients to discuss their financial needs and determine how they can best assist them.
Background
The advisors at LIFETIME WEALTH MANAGEMENT, LLC have extensive backgrounds in finance and investing, with most holding advanced degrees in finance and financial planning. They also undergo regular training and education to stay up-to-date with the latest trends and strategies in the financial world. This allows them to provide clients with the best possible financial advice and guidance.
Financial Advisor Disclosures to Know
LIFETIME WEALTH MANAGEMENT, LLC is a registered investment advisor (RIA), meaning they are legally obligated to act in their clients’ best interests. They also have a fiduciary duty, which means they must disclose any potential conflicts of interest and always act with honesty and transparency.
Overall, the team at LIFETIME WEALTH MANAGEMENT, LLC is dedicated to providing their clients with top-notch financial services and expertise. They work tirelessly to help their clients reach their financial goals and build a lifetime of wealth and security.