LifeTyme Financial Advisors (LTFA) acts as a co-advisor with Matson Money to manage client accounts. LTFA recommends Matson Money's platform and provides ongoing support to clients. LTFA also offers seminars and workshops to educate the public on different types of investments. LTFA does not manage client assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors7
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.99% |
| $4M+ | 0.99% |
LTFA acts as a co-advisor with Matson Money. Matson Money also charges a fee of 0.50% per year. The total fees will not exceed 1.49% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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