Lifetime Capital Planning Group LLC
Lifetime Capital Planning Group LLC (CRD# 292120) is a financial advisory firm headquartered in Flower Mound, TX. They manage $36,807,100 in 144 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lifetime Capital Planning Group LLC
By the Numbers
-
Total Assets Under Management37MILLION
-
Total Number of Accounts144ACCOUNTS
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Average Account Value$255,605
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at Lifetime Capital Planning Group LLC
1
Geoffrey Lester-George (CRD# 5586499) is an Investment Advisor Representative working at Lifetime Capital Planning Group LLC in Flower Mound, TX and has over 8 years of experience in the finance industry.
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