LifeGuide Financial offers investment advisory services, including wealth management, financial planning, and investment management, to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. LifeGuide Financial acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest. They offer different programs like Essentials, Essentials+, Signature, and Premier to cater to various client needs and asset levels.
Assets Under Management$560M
Clients778
Advisors16
Avg. per Client$720K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.30% |
| $500K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.37% |
Minimum annual fee of $1,800 per household. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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