Life Line Wealth Management manages investment portfolios primarily using passively managed exchange-traded funds, along with public and private equities, hedge funds, venture capital funds, and bonds. The firm customizes portfolios based on each client's risk tolerance, time horizon, and liquidity needs. In addition to investment management, Life Line Wealth Management offers optional financial planning services upon request at no extra cost, covering risk management, taxes, retirement, estate planning, and debt management. The firm serves individuals, high-net-worth individuals, trusts, and small business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee is 1.0% of total assets under management, which may be negotiated 0.5% higher or lower depending on the client's needs.