Life Goals Asset Management provides investment management services to individuals. Before becoming a client, Life Goals will discuss your goals, investment history, time horizon, financial position, cash flows, risk tolerance, tax circumstances, and liquidity needs. Life Goals creates portfolios using mutual funds, ETFs, and limited use of individual stocks.
Assets Under Management$29M
Clients18
AdvisorsN/A
Avg. per Client$1.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees may be negotiable depending on individual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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