Lulla Wealth Financial offers personalized investment advice and financial planning to individuals and families. Services include investment management, wealth management, retirement planning, insurance review, and tax and estate planning. Lulla Wealth Financial is a fee-only firm, but its advisors may also be licensed insurance agents who receive commissions on fixed insurance products.
Fee Structure
Lulla Wealth Financial provides non-discretionary investment management services for a fee based on a percentage of the value of your portfolio. The maximum annual fee is 1.50%. Lulla Wealth Financial also offers advisory management services through the selection and monitoring of third-party money managers. The annual fee for this service typically ranges up to 1.5%, in addition to the platform fees charged by the independent advisor, which can range from 0.20% to 1.0%.