Lifepoint Financial Design LLC provides investment advice and financial planning services to individuals and high net worth individuals. Services include reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Financial planning covers retirement, education, estate, cash flow, risk management, wealth, tax, business, and investment planning. Estate planning services are facilitated through a third-party.
Assets Under Management$17M
Clients99
Advisors1
Avg. per Client$170K
Avg. per Advisor$17M
www.linkedin.com/company/lifepoint-financial-de... ·www.facebook.com/lifepointfd ·www.lifepointfd.com
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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