Gerald House is a registered investment advisor at Lifestyle Financial Services, LLC, based in Martinez, GA, with 10 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LFS offers investment management services along with ongoing financial planning. The total annual relationship fee, which includes planning, coaching, advice, and asset management, ranges from 0.40% to 1.50% of the amount you invest directly with LFS. The percentage decreases as the amount you invest increases. There is a $125/month minimum fee. Fund expenses are in addition to these fees.
Location
Martinez, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gerald is a real estate broker/manager at Core Investment Management Group, LLC, dedicating about 10% of his time to this role. He is also an investment adviser representative of Herrington Financial Services, Inc. dba Lifestyle Financial Services, spending a few hours per week on advisory services.
Employment History
Current Registrations
Lifestyle Financial Services, LLC
Previous Registrations
Herrington Financial Services, INC.
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.