LRL Financial Planning Services (LFPS) provides financial planning and investment advice to individuals, primarily middle to high net worth clients. LFPS offers guidance on various financial topics, including investment advice, estate planning, and retirement planning. LFPS's approach involves a no-charge initial meeting to understand client needs and explain the financial planning process.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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