Life Balance Financial provides financial planning services, including a Portfolio MRI to analyze current investments. As a Certified Financial Planner, Christina Osborne offers comprehensive planning covering financial and cash management, risk management, estate planning, tax issues, retirement planning, and educational funding. Life Balance Financial also recommends third-party investment advisors based on client needs and monitors client accounts with those advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fee is negotiable based on the size of the account. Clients may aggregate accounts to achieve a lower rate. This fee is separate from the Third-Party adviser’s fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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