Life Planning Advisors creates investment portfolios tailored to clients' needs, consisting of stocks, bonds, ETFs, and other securities. They also provide referrals to third-party portfolio management firms, assisting clients in selecting a suitable manager. Life Planning Advisors offers financial planning, estate planning, tax planning, and risk management planning services.
Assets Under Management$150M
Clients964
Advisors5
Avg. per Client$160K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Life Planning Advisors offers asset management services where they create and manage a portfolio for you. The annual fee is a percentage of the assets they manage, billed quarterly. The percentage varies based on the amount invested:
- $0 to $250,000: 1.00% - 2.00%
- $250,000 to $1,000,000: 0.75% - 1.50%
- Greater than $1,000,000: 0.50% - 1.0%
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