Lifecare Funding Solutions provides financial planning on an hourly basis and manages investment portfolios for clients. They also recommend and monitor third-party investment advisors. Lifecare Funding Solutions works with clients to create individualized portfolios based on their objectives, time frame, and risk tolerance. They use mutual funds, exchange-traded funds, and money market funds, and on rare occasions, bonds, common stock, treasury bonds or alternative investments.
Assets Under Management$120K
ClientsN/A
Advisors1
Avg. per Client$120K
Avg. per Advisor$120K
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable. A client may aggregate accounts to negotiate a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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