Life Planning Solutions offers comprehensive financial planning and investment management. The firm operates on a fee-only basis, meaning it doesn't sell financial products or receive commissions. Services include cash flow management, insurance review, investment management, retirement planning, estate planning, and education planning. Assets are managed with a focus on strategic asset allocation using mutual funds and exchange-traded funds.
Assets Under Management$17M
Clients24
Advisors1
Avg. per Client$710K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees may be negotiable under some circumstances. Minimum annual fee for Comprehensive Financial Planning Agreement is $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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