Lifeinvest Wealth Management, LTD

CRD#146966
Investment Advisor Firm

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Learn more about Lifeinvest Wealth Management, LTD

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Lifeinvest Wealth Management, LTD is located at 1110 Brickell Avenue, Miami, FL. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Lifeinvest Wealth Management, LTD is not a registered broker-dealer.

    The firm oversees $447.1 million in assets under management across 474 accounts, with 254 discretionary accounts and 220 non-discretionary accounts. Services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The firm serves retail investors, high net worth investors, and other types of investors, with retail investors representing the largest client type by accounts. The fee structure includes asset-based, fixed, and other fees. Lifeinvest Wealth Management, LTD has 91 high net worth clients.

    Lifeinvest Wealth Management, LTD is registered in California, Delaware, District of Columbia, Florida, New Jersey, New York, Washington, Texas, and New Hampshire.

    Assets Under Management

    $447.1 million

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    1110 Brickell Avenue
    Miami, FL 33131-3136

    Lifeinvest Wealth Management, LTD by the Numbers

    Total Assets Under Management

    $447.1 million

    National Average: $8.6 billion
    Total Number of Employees

    20

    National Average: 64
    Total Number of Accounts

    474

    National Average: 375,227
    Average Account Size

    $943.2 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice largely vary depending on the type of financial services offered. However, fees billed by Lifeinvest Wealth Management, LTD can consist of some combination of the following fee types: asset-based, fixed, and other. The firm participates in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.The firm has the ability to withdraw its charges directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    Back to Overview

    Types of Clients

    The company works with retail investors, high net worth investors, and other. Out of its 474 clients, Lifeinvest Wealth Management, LTD's largest client type by number of accounts is retail investors, although it also serves 91 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 24.86%
    • Other Individuals - 74.86%
    • Corporations - 0.27%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Lifeinvest Wealth Management, LTD does not have any disclosures.

    Please visit its Form ADV for more details.

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