Lifelong Wealth Strategies offers personalized financial planning and investment advisory services. Financial planning includes help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, estate planning, debt, and employee benefits. Investment management is offered on a fee-only basis, where LWS makes investment decisions without consulting the client.
Assets Under Management$12M
Clients65
Advisors1
Avg. per Client$180K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.00% |
This investment advisory fee schedule is a guideline that will never be exceeded. The actual fee charged will be determined on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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