Raquel Forman is a registered investment advisor at Lifespan Financial Strategies, INC., based in Weston, FL, with 2 years of industry experience. Raquel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 515 clients with $360M 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 $100K | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable on a case-by-case basis. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1655 North Commerce Parkway, Suite 203, Weston, FL, 33326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lifespan Financial Strategies, INC.
State Registrations1 state
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