# Lifelong Investment Solutions

Lifelong Investment Solutions is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Sub-$100M (Altss estimate)
- **Website:** https://www.lifelonginvestments.com/

## Regulatory record

- **CRD number:** 141035
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141035

## About

LIFELONG INVESTMENT SOLUTIONS, LLC is a state-registered investment adviser in SCHAUMBURG, IL. It has 1 employee and 1 investment adviser. The firm is based in SCHAUMBURG, IL.

## Questions

### What is Lifelong Investment Solutions' revenue model and does the firm earn commissions?

The firm operates as a fee-only registered investment advisor, earning revenue solely from asset-based advisory fees calculated as a percentage of assets under management. Form ADV filings confirm the firm receives no commissions, 12b-1 fees, or revenue-sharing payments from fund sponsors. This removes the incentive to place client capital into higher-expense products and aligns the firm's compensation directly with portfolio performance.

### Is Lifelong Investment Solutions affiliated with a broker-dealer or wirehouse?

No. Lifelong Investment Solutions files as an independently owned RIA with no parent entity and no broker-dealer affiliation listed on its Form ADV. Advisory personnel report no other business activities, meaning the firm's staff does not split time with a brokerage or insurance practice. This structure insulates the firm from the transaction-based compensation incentives common in hybrid RIA/broker-dealer models.

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/lifelong-investment-solutions-llc

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