LifePlan Financial Services provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. They create investment policy statements to guide asset allocation and selection. LifePlan also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. They may direct clients to third-party money managers on the SEI platform but do not receive compensation for these referrals.
Assets Under Management$96M
Clients140
Advisors2
Avg. per Client$690K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
These fees apply when not using SEI investment strategies. Minimum fee is $1,000 per year. Fees are negotiable. There is a separate fee schedule for 3rd party advisor management (using SEI investment strategies).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...