Felicia Voloschin is a CFP-designated registered investment advisor at Life's Business, INC., based in Atlanta, GA, with 15 years of industry experience. Felicia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6 clients with $6.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable. Clients will pay the higher of the AUM fee or the $10,000 fixed fee.
Fee Estimator
Location
2472 Jett Ferry Road, Suite 400-226, Atlanta, GA, 30338-3091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Felicia owns 100% of Life's Business Tax and Consulting Services, Inc., a CPA firm, since 2009. She serves as president and is involved in tax preparation and planning.
Employment History
Current Registrations
Life's Business, INC.
State Registrations1 state
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