Assets Under Management
$49.1M
Number of Clients
320
Number of Advisors
7
Average Client AUM
$153K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)
Lifetime Financial, Inc. offers continuous investment advice based on individual client needs. They assist clients in selecting portfolio manager platforms and offer services like money manager platforms, 3(38) investment management, cash management platforms, and alternative investment consulting. LFI generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs, insurance products including annuities, alternative investments and government securities.
260 Newport Center Dr Ste 100, Newport Beach, CA, 92660