Lifetime Wealth Private Client Experience, Inc. is a large advisory firm based in Littleton. It manages $146.47 million of regulatory assets for 374 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Colorado, Michigan, and Texas.
Lifetime Wealth Private Client Experience provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lifetime Wealth Private Client Experience, Inc. is $146.47 million. The firm's AUM has grown by 365% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lifetime Wealth Private Client Experience, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Iii John Alexander Scott is high net worth individuals with 61 clients and $132.42 million of assets under management. Among the 11 most similar advisory firms, Lifetime Wealth Private Client Experience has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $146.47 million for 108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lifetime Wealth Private Client Experience doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Iii John Alexander Scott has been acting as President since 1 Nov 1998. Jeremy Frederick Fawcett joined the executive team most recently as the Chief Compliance Officer.
The principal office where Lifetime Wealth Private Client Experience, Inc. performs its advisory services is located at 10106 W. San Juan Way, Littleton, CO 80127, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (855) 724-2150 or by fax (720) 360-4498. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at cedrusfinancial.com.