Financial Life Planning provides comprehensive financial planning, consulting services, and investment portfolio management. They tailor investment advice to meet individual client needs and objectives, continuously supervising and re-optimizing portfolios as needed. They work with individuals and businesses, offering services like retirement planning, tax minimization, and estate planning review.
Assets Under Management$18M
Clients48
Advisors1
Avg. per Client$380K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.30% |
| $200K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.45% |
| $5M+ | 0.40% |
Fees may be negotiated in certain circumstances. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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