Assets Under Management
$118.9M
Number of Clients
98
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$39.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
LifePoint Planning manages tailored investment portfolios and offers financial planning services covering business planning, cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. They also offer retirement plan consulting to employer plan sponsors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum annual fee of $10,800.
1821 Walden Office Square, Suite 400, Schaumburg, IL, 60173