LifeSteps Financial offers investment advice, financial planning, and bill payment services. Investment advice includes designing and managing client portfolios, primarily using exchange-traded funds. Financial planning covers retirement, investments, estate planning, taxes, insurance, and more. LifeSteps also facilitates bill payments for clients, reconciling payments with monthly bank statements. Clients can also access investment management through a sub-advisory program.
Assets Under Management$440M
Clients680
Advisors6
Avg. per Client$650K
Avg. per Advisor$74M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.45% |
Fees are negotiable for accounts over $15,000,000. Some accounts are under different fee schedules honoring prior agreements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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