Lifetime Planning Inc (Mansfield)
Lifetime Planning Inc Is a Large Advisory Firm Based in Mansfield. It Manages $91.48 Million of Regulatory Assets for 149 Client Accounts. It Has Been...
Lifetime Planning Inc is a large advisory firm based in Mansfield. It manages $91.48 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.
Lifetime Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Lifetime Planning: assets under management
The assets under management (AUM) of Lifetime Planning Inc is $91.48 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Lifetime Planning Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
