Lifetime Wealth Management P.C.'s Form ADV discloses 1.25% on the first $1 million, 1.00% on the next $1.5 million, 0.80% on the next $2.5 million, and 0.65% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #145492), Lifetime Wealth Management P.C. is subject to fiduciary duty under federal law.
Lifetime Wealth Management P.C. is headquartered in ROCKWALL, TX.
Lifetime Wealth Management P.C. serves 65 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Lifetime Wealth Management P.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Lifetime Wealth Management P.C. manages $217 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Lifetime Wealth Management P.C. serves high-net-worth individuals and institutional clients. View client details ↓