Lifetime Investments & Insurance LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,000
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$50,000
About
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.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $250,000: 1.80% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.50% $10,000,001 - Negotiable: Negotiable
$200/hour
Account minimum: $30,000
Main office location
Lifetime Investments & Insurance LLC
7162 W Rue De Lamour, 7162
Peoria AZ 85381, United States
Number of offices
1
Most active in
Lifetime Investments & Insurance LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
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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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