Lifeline Financial, LLC offers investment management and financial planning services. They create investment plans based on your individual needs and manage your portfolio. They also offer financial planning services covering areas like taxes, retirement, and estate planning. Consulting services are available for specific financial concerns.
Assets Under Management$71M
Clients42
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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