Life Story Financial (LSF) manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. LSF can engage third-party advisors for portfolio management. Financial planning services include comprehensive plans (initial and ongoing) and hourly consulting. LSF works with clients to tailor services to their needs and goals.
Assets Under Management$4.7M
Clients18
Advisors1
Avg. per Client$260K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The above fee schedule does not include the Third-Party Advisor’s fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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