Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Greenwood Village, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$66,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
65
Overview

We are a growing firm looking to add like minded advisors. What we are offering is investment process flexibility (you can manage your client's money the way you see fit), option to become an owner in Lifetime Capital, and a share of lead flow that comes into Lifetime Capital. By adding a couple more advisors, we hope to gain some efficiencies on costs, and to commit more resources towards growing the company and servicing our clients. If you would like to maintain control of your investment process, gain ownership in a larger firm, and have a solid succession plan in place, give us a call.

Shawn Rogers - Lifetime Capital Management

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