Invest For A Lifetime, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$78,048,584
Total clients
304
4% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
152
Average account size
$256,739
About
Invest For A Lifetime, LLC provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, non‑profits, and business entities. The firm manages roughly $78 million on a primarily discretionary basis and delivers portfolio management using model portfolios, financial planning, and access to third‑party manager programs.
The firm combines fundamental and technical analysis to construct diversified asset allocations and implements strategies through a mix of in‑house model portfolios and selected third‑party managers accessed via platforms such as Orion and SEI Private Trust Company. Clients may receive discretionary or non‑discretionary management, with ongoing monitoring and at least annual reviews, and the firm serves as a communication conduit between clients and external managers.
A noteworthy operational feature is that certain supervised persons are registered representatives of LPL Financial and are also licensed insurance agents in their individual capacities, which can lead to commission‑based recommendations and related conflicts of interest that the firm discloses. The firm recently filed a name change to Lifetime Wealth Advisors and has implemented procedures — including the use of standing letters of authorization and SEC‑guided controls — to address custody considerations and oversight of third‑party managers.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,000 to $25,000 depending on scope
$0 - $999,000: 1.00% annually $1,000,000 - $2,500,000: 0.90% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: Negotiable
Certain supervised persons may offer insurance products on a commission basis; some are registered representatives earning commissions from securities transactions
Financial planning fees generally $400 per hour
Minimum fee: Financial planning fees generally $400/hour; fixed fees from $1,000 to $25,000 depending on service level
Main office location
Invest For A Lifetime, LLC
165 Highway 35, Suite 1
Red Bank NJ 07701, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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