Lifetime Capital Management is a fee-based advisory firm and does not collect mutual fund loads, trading commissions, or other hidden fees. This fee structure puts your interests ahead of ours and allows us to manage the portfolio to reach your stated goals and objective and eliminates any potential conflicts of interest found in other fee arrangements.
The fees for our Financial Planning services are charged hourly and are based on the complexity of your situation. You will be quoted a firm price during our initial discovery meeting that would only be subject to change if new additions were requested to be added after the initial discovery session.
The fees for our Private Money Management services are based on assets under management. Fees start at 1% and decline quickly as your assets grow. Under this arrangement, our incentives are aligned with yours as we do not depend on trading commissions, kick-backs or hidden fees but account growth and preservation.