Lifetime Financial Planners is a fiercely independent, fee-only firm, which means we only receive compensation from our clients for our services. We seek to establish lifelong relationships with our clients and their families, and we offer the advisory services below.
Initial Financial Planning Service
Upfront Fixed Flat Fee ranging from $1,000 to $10,000 to build initial Financial Plan and prioritized Action Plan. Upon completion of your initial Financial Plan, clients will elect Comprehensive Financial Planning Services or Assets Under Management Investment Management Services for their ongoing relationship. The fee will be outlined in writing in your Advisory Agreement.
Comprehensive Financial Planning Services
Ongoing relationship with Annual Fixed Flat Fee starting at $416.67 per month. The fee is dependent upon variables including the specific and unique needs of each Client, complexity, asset composition, estimated time, research, and firm resources required to provide services to you. The fee will be outlined in writing in your Advisory Agreement.
Assets Under Management Investment Management Services
Ongoing relationship which includes discretionary Investment Management Services. We will also provide ongoing Financial Planning Services for no additional fee.
Annual Assets Under Management Fee Schedule
| $0 - $500,000 | 1.00% |
| $500,001 - $1,000,000 | 0.80% |
| $1,000,001 - $2,000,000 | 0.60% |
| $2,000,001 - $5,000,000 | 0.40% |
| $5,000,001 and Above | 0.20% |
Lifetime Financial Planners does not charge a minimum annual fee, and we do not require a minimum level of assets under management to establish a relationship with the firm.