Lifestyle Asset Management offers personalized investment advice and portfolio management services. They work with individuals to determine their investment objectives and risk tolerance to develop a suitable investment strategy. They offer both discretionary and non-discretionary portfolio management. They also offer pension consulting services to employee benefit plans. Additionally, they provide financial planning consulting services on specific financial topics.
Assets Under Management$570M
Clients928
Advisors14
Avg. per Client$620K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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