Financial Life Advisors (FLA) offers financial planning and investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. FLA develops financial plans, manages investment portfolios, assesses risk management, analyzes existing assets, and provides consultation on estate planning, education funding, and retirement planning. FLA tailors its advice to each client's individual financial goals.
Assets Under Management$370M
Clients209
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,035
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable. Model 2 fees are: 0.65% up to $1M, 0.60% for the next $1M, 0.50% for the next $3M, and 0.40% above $5M. Model 1 has a minimum monthly fee of $958.33. Model 2 has a minimum monthly fee of $81.25.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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