Financial Life Planners offers investment advice and manages investment portfolios for clients. They also provide financial planning services, including goal-based planning, cash flow management, and advice on mortgages, insurance, estate planning, and tax planning. Financial planning is typically included for investment management clients, but can be offered separately for an hourly fee or one-time fee.
Assets Under Management$170M
Clients788
Advisors3
Avg. per Client$220K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Current or previous clients may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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