Lifetime Wealth Advisors, LLC
Lifetime Wealth Advisors, LLC (CRD# 173832) is a financial advisory firm headquartered in Palisade, CO. They manage $13,451,000 in 136 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$98,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, MA
Barbara Endres (CRD# 1688767) is an Investment Advisor Representative working at Lifetime Wealth Advisors, LLC in Palisade, CO and has over 30 years of experience in the finance industry.