Lifeworks Advisors is a registered investment advisor that offers personalized wealth management, investment portfolio management, standalone financial planning, and retirement plan advisory services. Lifeworks Advisors builds customized investment portfolios using low-cost mutual funds, exchange-traded funds, individual securities, and alternative investments, often utilizing a risk-based approach or matching investments to future cash flow needs. In addition to investment management, Lifeworks Advisors provides holistic financial planning covering retirement, taxes, education savings, and insurance needs. The firm also offers tax preparation services through an affiliated entity. Lifeworks Advisors works with individuals, high-net-worth individuals, families, trusts, estates, and business owners, and operates with a legal requirement to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.