Life Stage Investing provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer ongoing financial planning subscriptions at two different levels, Gold and Platinum, which include services like human capital review, employee benefits review, social security and cash flow analysis, and more. They may also use sub-advisors to manage client portfolios.
Assets Under Management$1.9M
Clients15
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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