Lifelong Investment Management Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,621,993
Total clients
18
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$201,222
Client services
Fee options
Full Portfolio Analysis fee ranges from $250 to $500; financial coaching fee $250 (non-negotiable). Workshops fees from $49 to $100.
1% annually
Owner receives commissions from insurance products sold; approximately 10% of revenue from commissions.
Consulting services at $200 per hour.
Account minimum: $100,000 (generally required, but may be lowered or waived) Fee-only: Financial planning fees range from $450 to $10,000, typically $450 to $3,500; hourly consulting rate $200/hour; fixed fees for workshops $49-$100.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Lifelong Investment Management Services LLC
Wailuku HI, United States
Number of offices
1
Forms ADV
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