LifePlan Investment Advisors offers financial planning and investment advice to individuals, businesses, and qualified retirement plans. Their services include discussions and recommendations related to asset coordination, insurance, tax, and estate issues, with a focus on retirement planning. Advice is tailored to each client's needs, goals, and risk tolerance. LifePlan Investment Advisors may also assist clients in selecting co-advisors, sub-advisors, or third-party managers.
Fee Structure
LifePlan Investment Advisors charges fees that may include an hourly fee, a predetermined planning fee, and/or an annual asset-based advisory fee, not to exceed 1.5%. These fees are detailed in a written agreement. If a client selects a Co-Advisor, Sub-Advisor, or Third-Party Manager, these fees are disclosed in writing prior to implementation. The maximum total asset-based annual fee will not exceed 2.0%, with LifePlan Investment Advisors' portion not exceeding 1.5%. Fees are negotiable.