Dori Petroff is a registered investment advisor at Lifelong Wealth Advisors, INC., based in Arden Hills, MN, with 15 years of industry experience. Dori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 865 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.75% |
| $300K - $600K | 1.50% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.25% |
Fee schedule is for the 'Standard' service level. Other service levels ('Hybrid' and 'Compact') have different fee schedules. The firm may charge a fixed fee for investment management services, which is individually negotiated.
Fee Estimator
Location
1150 County Road E West, Arden Hills, MN, 55112
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Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
Lifelong Wealth Advisors, INC.
Previous Registrations
Paladin Capital
Paladin Financial
Gradient Securities, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cambridge Investment Research, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Fsc Securities CorporationBroker
State Registrations1 state
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