Lifestyle Freedom Advisory Group provides personalized investment management, financial planning, and consulting services for individuals, families, and business owners. The firm builds tailored portfolios based on each client's goals, time horizon, and risk tolerance, and has the authority to make trades on your behalf. In addition to managing investments, Lifestyle Freedom Advisory Group offers financial planning covering retirement, education, taxes, and estate planning, delivered either as one-time projects or ongoing engagements. The firm also provides consulting on non-investment matters such as closely held businesses and physical property, and advises on retirement plans. Lifestyle Freedom Advisory Group works with individuals as well as trusts, estates, and charitable organizations, taking a comprehensive approach to help clients achieve financial independence.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Annual fees range from 0% to 1.90% and are negotiable based on the relationship size, asset types, and other factors.