Lifelong Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, and profit-sharing plans. LLW Advisors manages investment portfolios using mutual funds, exchange-traded funds (ETFs), independent investment managers, and direct indexing. They tailor their services to each client's needs, considering risk tolerance, time horizon, and liquidity constraints. LLW Advisors also offers retirement plan consulting services, limited to participant education and enrollment assistance.
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.