The Life Group Wealth Partners (TLG) manages investment portfolios and offers wealth consulting services covering retirement planning, risk management, college savings, and estate planning. TLG works with individuals, families, corporate executives, and business owners. They may use a sub-advisor, Triad Wealth Partners, for investment strategies. TLG also assists employers in designing and updating their retirement plans.
Assets Under Management$140M
Clients1,628
Advisors5
Avg. per Client$84K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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