Lifetime Wealth Planning And Management, LLC (National Harbor)

Name: Lifetime Wealth Planning And Management, LLC
Address: 120 Waterfront Street, National Harbor, MD, 20745
Telephone: 301-567-0706

Lifetime Wealth Planning And Management, LLC is an adviser based in National Harbor. It manages $49.3 million of regulatory assets for 403 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Maryland, New Hampshire, Texas, and Virginia.

Lifetime Wealth Planning And Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lifetime Wealth Planning And Management: assets under management

The assets under management (AUM) of Lifetime Wealth Planning And Management, LLC is $49.3 million. The company doesn't manage any assets belonging to foreign clients.

Lifetime Wealth Planning And Management has custody of $45.13 million in cash and securities for 82 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lifetime Wealth Planning And Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lifetime Wealth Planning And Management, LLC

Carolyn Thompson Walder has been acting as President since 1 Sep 2004. Diana Jane Batchelor joined the executive team most recently as the Coe, Cfo, Cio, Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carolyn Thompson Walder	President	1 Sep 2004	75% - 100%	2920958
David Lawrence Nagle	Compliance officer	1 Sep 2004	Other	4740452
Diana Jane Batchelor	Coe, cfo, cio, cco	1 Jan 2005	50% - 75%	4901717

Based in National Harbor

The principal office where Lifetime Wealth Planning And Management, LLC performs its advisory services is located at 120 Waterfront Street, National Harbor, MD 20745, which is also the mailing address of the firm. An additional office of the firm is in Prince Frederick, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-567-0706 or by fax 703-652-6280. The normal business hours are by appointment on Other. You can find more information about the New York firm at ltwealth.com.