Advisor at Lifetime Financial Foundations, LLC
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Firm
Lifetime Financial Foundations, LLC
Location
York, PA
Credentials
Series 65
Industry experience
6 years
Shawn Minnich is a financial advisor at Lifetime Financial Foundations, LLC with six years of industry experience. He holds a Series 65 designation and previously worked for 20 years in the Northeastern York School District before transitioning to financial services. Minnich also has experience as an independent insurance agent. Lifetime Financial Foundations provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term investment approach based on fundamental analysis while maintaining flexibility for rebalancing and shorter-term trades, offering customized portfolios that include mutual funds, ETFs, individual equities, fixed income, and allocations to independent managers.
Based on Lifetime Financial Foundations, LLC
Financial planning fixed fees negotiated between $500 and $5,000 based on service complexity
$0+: 0.05% annually +: up to 2.00% annually
$150 per hour for financial planning services
Fee-only: Investment advisory fees range from 0.05% to 2.00% annually based on assets and complexity; fees may be negotiable.
York, PA
Pennsylvania
Lifetime Financial Foundations
2019 - Present (7 years)
Independent Inusrance Agent
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
Northeastern York School District
1996 - 2016 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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