Life UnLocked Partners offers financial planning and investment monitoring services. Financial planning covers cash flow, insurance, and portfolio analysis. Investment monitoring provides tailored recommendations based on client objectives. The firm also offers monthly consulting services. They focus on helping clients navigate career changes.
Assets Under Management$15M
Clients39
Advisors3
Avg. per Client$380K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.5M | 1.50% |
| $2.5M - $4.5M | 1.25% |
| $4.5M+ | 1.00% |
Fees may be subject to negotiation. Account values of family members may be combined to determine the applicable fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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