LifeCare Funding Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
The firm works with individuals (including high‑net‑worth clients) and corporate or business‑entity clients. It offers written financial planning, portfolio management, and the selection and monitoring of third‑party investment advisers, and it makes managed portfolios available through Betterment Securities.
Its stated investment approach begins with individualized asset allocation and applies Modern Portfolio Theory, with an emphasis on value, safety, quality and risk control; recommended holdings typically include mutual funds, ETFs and cash equivalents, with occasional use of bonds, equities or alternative investments. Portfolio management is provided on a non‑discretionary basis, and when third‑party advisers are recommended the firm enters solicitor arrangements and maintains ongoing oversight of those relationships.
Distinctive features disclosed in the brochure include that the firm’s adviser(s) are also licensed independent insurance agents and provide business‑expense remediation services for which they receive commissions, and that the firm shares in a portion of third‑party advisers’ fees—conflicts the brochure describes and discloses. The firm also relies on Betterment Institutional/Betterment Securities for custody and practice‑support services (from which it receives non‑economic benefits), and as of the firm’s 2018 filing it reported no assets under management, all of which differentiate it from many independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Concentrated stock management
Fee options
$150 per hour for financial planning services
Account minimum: $30,000 (may be waived at adviser's discretion) Minimum fee: Minimum fee of $500 for financial planning services
Main office location
LifeCare Funding Solutions, LLC
Ocala FL, United States
Number of offices
1
Most active in
LifeCare Funding Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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