Lifestyle Financial Strategies offers financial planning and investment advisory services. As a fee-only firm, they don't sell investment or insurance products or accept commissions. Services include cash flow and budgeting, net worth analysis, portfolio analysis, insurance and employee benefit analysis, retirement planning, tax planning, estate planning, education funding, and goal setting.
Assets Under Management$25M
Clients30
Advisors1
Avg. per Client$830K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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