A complete list of active advisors currently associated with Lifetime Investments & Insurance LLC
Warmer can help you find a great advisor at Lifetime Investments & Insurance LLC or one who fits your needs even better.
The firm provides portfolio management and financial planning services primarily to individual and high-net-worth clients, operating as a solo advisory practice. Its brochure states an account minimum of $30,000 (which may be waived) and notes that services include creation of an Investment Policy Statement and ongoing monitoring. Investment decisions are guided by fundamental analysis and a long-term investing approach; the firm offers both discretionary and non-discretionary management and documents client risk tolerance in each Investment Policy Statement. It generally recommends equities and uses mutual funds, fixed income, exchange-traded funds, treasury inflation-protected securities, and insurance products (including annuities), with quarterly custodial account reporting. The brochure discloses that the firm’s principal is a licensed insurance agent who may, from time to time, offer commissionable insurance products to advisory clients, a relationship the firm identifies as a potential conflict of interest. The firm requires clients to use Shareholder Services Group, Inc. (introducing broker-dealer, clearing through Pershing), may accept soft-dollar research or services from custodians, and does not aggregate trades for multiple client accounts.
To learn more about the advisors currently working at Lifetime Investments & Insurance LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Peoria, AZ
| 10
|
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