LifeSTAGE Wealth Management offers investment management and financial consulting services to individuals, families, trusts, and businesses. LifeSTAGE Wealth Management assesses each client's financial situation, risk tolerance, and goals to build personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities. In addition to portfolio management, LifeSTAGE Wealth Management provides consulting services covering general financial and retirement planning, estate preservation, and distribution analysis. The firm also advises employer retirement plans on investment options. LifeSTAGE Wealth Management operates independently, with custody of client accounts typically maintained through Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 1% to 1.25% per annum and are negotiable based on account size, investment types, and special services requested.