Lifeinvest Wealth Management, Ltd
Lifeinvest Wealth Management, Ltd (CRD# 146966) is a financial advisory firm headquartered in Miami, FL. They manage $400,000,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management400MILLION
Total Number of Accounts200ACCOUNTS
Average Account Value$2,000,000
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses