Life After Grief Financial Planning manages individually tailored investment portfolios and offers comprehensive financial planning services. The firm builds portfolios based on modern portfolio theory using passive investment strategies, such as index mutual funds and exchange-traded funds. In addition to managing investments, Life After Grief Financial Planning provides guidance on retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, risk management, and tax planning strategies. The firm works with individuals, high-net-worth clients, and businesses.
Assets Under Management$42M
Clients17
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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 and paid quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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