Advisor at LifeTyme Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LifeTyme Financial Advisors, LLC
Location
Scottsdale, AZ 85260
Credentials
Series 65
Industry experience
3 years
Marjan Boor Boor is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ. She holds a Series 65 credential and has three years of industry experience. In addition to her advisory role, she is CEO and CTO of AZIG LLC, a company involved in IT, software, graphic design, marketing, and coaching, and serves on the board of the nonprofit Anahita, assisting with decision making and IT needs. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows Matson Money’s modern-portfolio and efficient-market approach, offering non-discretionary advisory and ERISA plan services while Matson Money holds trading authority and custody.
Based on LifeTyme Financial Advisors, LLC
Based on LifeTyme Financial Advisors, LLC
$0 - $500,000: 0.99% annually $500,000 - $1,000,000: 0.99% annually $1,000,000 - $4,000,000: 0.99% annually $4,000,000+: 0.99% annually
Supervised persons may receive commissions from insurance product sales.
Fee-only: Annual fee based on assets under management up to 0.99% annually, negotiable based on amount of assets and model portfolio chosen.
14362 N. Frank Lloyd Wright Blvd., Suite 1240
Scottsdale, AZ 85260
Arizona · California
AZIG LLC
2023 - Present (3 years)
LifeTyme Financial Advisors, LLC
2022 - Present (4 years)
LifeTyme Financial Group, LLC
2022 - Present (4 years)
AZIG LLC
2017 - Present (9 years)
Unemployed
2017 - 2017 (1 year)
Roskilde University
2016 - 2016 (1 year)
Rayomand
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
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