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Lifetime Wealth Management, LLC

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Client assets under management

$185,831,582

Clients

156

33% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

52

Typical

Average account size

$1,191,228

About

Lifetime Wealth Management provides personalized investment advisory and wealth management to individuals (including high-net-worth clients), trusts, estates, charitable organizations and corporate entities. The firm offers both full and modular financial planning alongside discretionary and non‑discretionary asset management tailored to each client’s goals.

The firm’s investment approach emphasizes value-oriented decision making, asset allocation and diversification, using both fundamental and technical analysis to inform recommendations. It offers three supervisory service levels—from active management that can include individual stocks and option strategies to a buy‑and‑hold monitoring approach—and may use more complex tools (options, margin, and leveraged/inverse ETFs) when appropriate for a client’s circumstances.

Noteworthy features include managing roughly $185.8 million in client assets on a fully discretionary basis for about 156 clients with a three-advisor team, and not imposing a firmwide account minimum. Lifetime Wealth typically recommends an institutional custodian relationship and will manage “held‑away” retirement accounts; it also maintains policies to address fee collection and personal trading, and does not vote client proxies (clients retain proxy voting authority).

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Fixed

Financial planning services: $750-$12,000 annually (ongoing comprehensive planning, negotiable); Modular financial planning: $500-$5,000 one-time fixed fee, negotiable.

Main office location

Lifetime Wealth Management, LLC

Rochester MN, United States

Number of offices

1

Most active in

More info

Minnesota

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

507-288-5587

Advisors at this firm

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Kimberley D

Series 65

Rochester, MN

Lifetime Wealth Management, LLC

Kimberley Dillingham is a financial advisor at Lifetime Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at various firms including Radar Financial Investments Corporation and Patten Training & Review, LLC. Outside of advising, she operates KED Services, an administrative support firm. Lifetime Wealth Management, LLC provides financial planning and investment management primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Options & derivatives strategies
user avatar

Collin M

Series 65

Rochester, MN

Lifetime Wealth Management, LLC

Collin Miller is a financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Lifetime Wealth Management, he worked at the University of Wisconsin Eau Claire and Schaeffer Academy. Lifetime Wealth Management provides financial planning and investment management services primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification.

Options & derivatives strategies
user avatar

Dayton M

Series 65

Rochester, MN

Lifetime Wealth Management, LLC

Dayton Miller is a Series 65-licensed financial advisor at Lifetime Wealth Management, LLC in Rochester, MN, with two years of industry experience. Prior to joining Lifetime Wealth Management, he worked at Metro Net and Infinity Solar and attended the University of Wisconsin Eau Claire. Outside of advising, he manages rental properties as an owner and CEO. Lifetime Wealth Management provides financial planning and investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs a value-oriented, flexible investment approach that incorporates fundamental and technical analysis, asset allocation, and diversification across various service levels.

Options & derivatives strategies
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