Lifeway Financial, located in Plano, Texas, offers customized financial planning and investment management services. Financial planning includes setting financial goals, analyzing financial statements, and planning for education, retirement, estate, and investments. Investment management focuses on asset allocation and diversification to balance risk and return based on client goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Annual Investment Management fees generally charged by us are 1.00% or less of the fair market value and are negotiable in certain circumstances. In the case of an agreed upon tiered fee schedule, the rate will be a blended rate. For example: 0.80% of the fair market value not exceeding $2.5 million; plus 0.60% of the fair market value exceeding $2.5 million up to $5 million; plus 0.40% of the fair market value exceeding $5 million.