LifePoint Planning manages investment portfolios and offers financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. Investment management and financial planning are typically bundled services. LifePoint Planning also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$170M
Clients110
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...