Lifetime Wealth Design LLC
Lifetime Wealth Design LLC (CRD# 165086) is a financial advisory firm headquartered in Louisville, KY. They manage $1,517,368 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$68,971
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Kevin Roberts (CRD# 5679551) is an Investment Advisor Representative working at Lifetime Wealth Design LLC in Louisville, KY and has over 8 years of experience in the finance industry.