Life Strategies, Inc. provides investment management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Life Strategies primarily recommends long-term investments in equities, ETFs, and mutual funds.
Assets Under Management$120M
Clients115
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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