Life, Inc. Retirement Services provides investment advice and financial planning to individuals, pension plans, and businesses. Services include portfolio management tailored to individual goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, taxes, retirement, college, and debt. Life, Inc. generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$100M
Clients321
Advisors4
Avg. per Client$310K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.05% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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