Life's Business provides investment management services on both a discretionary and non-discretionary basis. They also create financial plans for individuals and businesses. The firm may recommend other advisors for specialized programs. Their services are tailored to each client's individual needs and goals.
Assets Under Management$6.4M
Clients6
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$6.4M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable. Clients will pay the higher of the AUM fee or the $10,000 fixed fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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