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 operates as a financial advisor company headquartered in Miami, Florida. It has $324.4 million in assets under management over 445 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small group, including 21 financial advisors. Lifeinvest Wealth Management, LTD does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like bonds, options and equities.

    Lifeinvest Wealth Management, LTD oversees more than half of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell decisions without needing to seek the customer's consent. It also oversees 182 non-discretionary accounts totaling $88.4 million in assets under management. The firm supervises roughly $729,096 in assets for each client account. The average financial advisor at Lifeinvest Wealth Management, LTD administers about 21 client accounts, placing it among the more personalized firms in the country.

    The firm's headquarters is located at 1110 Brickell Avenue, Miami, Florida 33131-3136. Lifeinvest Wealth Management, LTD is legally allowed to serve investors across 7 states, including California, Delaware, District of Columbia, Florida, New York, Texas and Washington.

    Assets Under Management

    $324.4 million

    Number of Advisors

    21

    Disclosures

    No

    Office Location

    1110 Brickell Avenue
    Miami, FL 33131-3136

    Lifeinvest Wealth Management, LTD by the Numbers

    Total Assets Under Management

    $324.4 million

    National Average: $8.6 billion
    Total Number of Employees

    29

    National Average: 64
    Total Number of Accounts

    445

    National Average: 375,227
    Average Account Size

    $729.1 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees usually depend on which services the firm provides the client. Fees billed by the company most likely consist of any combination of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Lifeinvest Wealth Management, LTD.

    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.

    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.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

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

    Back to Overview

    Types of Clients

    It caters to retail investors, high net worth investors and other. Out of its 445 customers, Lifeinvest Wealth Management, LTD's biggest client type by number of accounts is retail investors, though it also serves 74 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 87% of the firm's accounts are from outside of the U.S.

    • High-Net-Worth Individuals* - 20.27%
    • Other Individuals - 79.45%
    • 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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