Lifespan Financial Strategies is a registered investment advisor offering non-discretionary portfolio management, financial planning, and tax preparation services. For portfolio management, Lifespan may use third-party money managers. Financial planning covers a range of advisory services based on individual needs. Tax preparation includes federal and state tax returns. Lifespan also assists clients in selecting other advisors through platforms like AssetMark.
Assets Under Management$360M
Clients515
Advisors5
Avg. per Client$690K
Avg. per Advisor$71M
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Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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