Firm
Lifelong Investsments
West Lafayette, Indiana
Fee-only
Lifelong Investsments at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 41 individual clients, 6 of them high net worth.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | West Lafayette, Indiana |
|---|---|
| Phone | (765) 838-2602 |
Lifelong Investsments fees
Lifelong Investsments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 35 |
| High-net-worth clients | 6 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 21, 2023 |
| SEC record | CRD 129306 |