LIFETIME FINANCIAL

Overview

Lifetime Financial is a small, independent registered investment adviser that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses, and charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity is strongly equity‑oriented: the firm prefers exchange‑traded equities and runs client relationships on a largely non‑discretionary basis, which indicates clients often retain final trade authorization. Lifetime Financial identifies as an active ESG investor, so environmental, social and governance considerations are incorporated into its security selection and portfolio construction where appropriate. The firm’s business model centers on personalized planning plus managed portfolios for a limited client base. Given the small number of relationships and the high average client size, the adviser appears to deliver hands‑on advice and customized portfolio implementation rather than large, mass‑market productized solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices