Life Advisors Financial Planning and Wealth Management, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Life Advisors manages investment portfolios and offers financial planning services. They work with clients to determine their investment goals and risk tolerance, creating a written investment policy. Life Advisors primarily uses low-cost mutual funds and active ETFs, and may include individual fixed income bonds and certificates of deposit. They also provide financial planning advice on areas like income tax, estate planning, education, retirement, and insurance.
Assets Under Management$12M
Clients74
Advisors2
Avg. per Client$160K
Avg. per Advisor$6.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable in certain circumstances. All accounts for members of the client’s family (husband, wife and dependent children) will be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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