Finances for Life, LLC (FfL) offers investment management and financial planning services. FfL creates tailored investment portfolios based on your goals and risk tolerance. Financial planning covers investments, retirement, estate planning, taxes, and insurance. FfL also offers legacy planning, focusing on income distribution and wealth transfer. An initial consultation is free.
Assets Under Management$790K
Clients6
Advisors1
Avg. per Client$130K
Avg. per Advisor$790K
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,700
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.90% |
| $300K - $500K | 1.50% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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