LifeGoals Financial Group is an independent investment advisory firm that offers investment management and financial planning services. LifeGoals works with individuals, trusts, and small business owners. LifeGoals is not affiliated with any broker/dealer. LifeGoals tailors its services to each client's needs, determined through an initial consultation. Clients retain discretion over implementation of financial planning recommendations.
Assets Under Management$59M
Clients163
Advisors1
Avg. per Client$360K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.95% |
| $750K - $1.3M | 0.90% |
| $1.3M - $1.8M | 0.85% |
| $1.8M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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