Lifeworks Advisors provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, charitable organizations, trusts, estates, pension and profit sharing plans, and businesses. Lifeworks may utilize independent third-party managers for certain clients. Lifeworks acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith toward each client.
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.