Assets Under Management
$159.3M
Number of Clients
589
Number of Advisors
N/A
Average Client AUM
$270K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
LifeCourse Capital offers tailored advisory services including investment management through model portfolios, qualified plan asset allocation recommendations, and financial planning. They gather client financial information to customize services and do not participate in wrap fee programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K - $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.60% |
Fee schedule is for Asset Allocation Models. Bond Models have a different fee schedule. All related fee-based accounts are added together to determine the fee breakpoints.
8331 Madison Blvd., Suite 100, Madison, AL, 35758