Lifewater Wealth Management is a wealth management firm offering personalized financial planning, investment management, and related financial services to individuals, high net worth individuals, and corporations. Lifewater Wealth Management creates customized financial plans covering areas such as retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, and business consulting. For investment management, Lifewater Wealth Management builds portfolios using both active and passive strategies, including exchange-traded funds, mutual funds, and separately managed accounts, and can also manage held-away retirement accounts using third-party platforms. Additionally, Lifewater Wealth Management offers ongoing advisory retainers and project-based planning, as well as tax preparation and bookkeeping coordination for qualifying clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are billed monthly or quarterly in arrears. Minimum annual fee is $4,000. Fees are negotiable at the firm's discretion.