Life By Design Investment Advisory Services (LBDIAS) manages investment portfolios based on each client's goals, objectives, time horizon, and risk capacity. LBDIAS also offers financial planning services, including retirement planning, tax planning, and estate planning. LBDIAS uses a Four-Core process to ensure a comprehensive and holistic plan is in place, implementing planning tools and solutions continuously each and every year.
Assets Under Management$48M
Clients54
Advisors1
Avg. per Client$890K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
For clients with a net worth of at least $10 million, the annual investment management fee will be based on a flat 0.50% of net worth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...