Elliot Borge is a CFP, ChFC-designated registered investment advisor at Lifeworks Advisors, LLC, based in Toledo, OH, with 6 years of industry experience. Elliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
Location
Toledo, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
First Trust Advisors LP
First Trust Portfolios L.P.Broker
State Registrations1 state
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