LIFETIME FINANCIAL ADVISORS LLC

Overview

Lifetime Financial Advisors LLC is a small, privately owned investment adviser that focuses on advisory relationships with individuals and small businesses. The firm offers financial planning, portfolio management and pension consulting services and appears to run advisory programs built around pooled public mutual funds and separately managed account structures rather than proprietary funds. Fee arrangements include percentage-of-AUM charges as well as hourly, fixed-fee and commission options, indicating flexibility to serve different client needs and engagement types. The firm does not self-identify as an active ESG investor and is not structured as a multi-state registered adviser. It does not act as a capital allocator in the sense of running its own third‑party fund-of-funds programs; instead, its alternative positions are placed through third‑party managers and private offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices