LifeSTAGE Wealth Management provides investment management and consulting services. For investment management, they review your finances, goals, and risk tolerance, then manage your investments. Consulting services include financial and retirement planning, estate analysis, and investment strategy. They also offer consulting services to employer pension plans. LifeSTAGE Representatives may recommend Charles Schwab for custody and transaction processing.
Fee Structure
LifeSTAGE Wealth Management charges a percentage of your portfolio's value each year for investment management. This fee ranges from 1% to 1.25% annually, depending on the investments, account size, and services requested. The fee is calculated every three months based on the value of your account on the last business day of the quarter.