LifeInvest Wealth Management provides investment advisory services using a fundamental allocation strategy. They recommend redistributing investment allocations to diversify portfolios. LifeInvest may refer clients to other financial service companies and may receive referral compensation. They also offer consulting services in merger and acquisition, private equity investment identification, estate planning, and strategic financing.
Assets Under Management$450M
Clients366
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Client relationship could be established and exist where the fees are higher or lower than the Fee Schedule provide above. The Fee Schedule above is negotiable on a case-by-case basis. The minimum Annual Fee for all clients is $1,500.00.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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