Life After Grief Financial Planning manages investment portfolios based on clients' individual needs and goals. The firm also provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Clients receive a written or electronic financial plan designed to achieve their stated financial goals.
Assets Under Management$35M
Clients17
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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