CRD: 300683
Lifetime Financial Foundations, LLC
$43.5M Total AUM
$43.5M Disc. AUM
-- 3Y CAGR
1 Employees
205 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-2019
- Office Locations
- 1
Office Locations
-- York PA
About Lifetime Financial Foundations, LLC
Lifetime Financial Foundations, LLC is a founder-led retail advisory practice focused on holistic financial planning, with an emphasis on retirement and estate planning. The firm builds custom plans and ongoing guidance around clients’ goals, and portfolios are primarily implemented with ETFs and cash in managed accounts. Custodied with Charles Schwab.
Team overview
37 AVG AGE
$43.5M AVG AUM / ADVISOR
$212.2K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Shawn D Minnich Dr.
Chief Executive Officer, Financial Professional
- CRD
- #7072862
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,495,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,495,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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