Life Moves Wealth Management offers comprehensive wealth management, including financial planning and investment management. They also provide project-based financial planning services on an hourly or fixed-fee basis. Estate planning services are available through a third party. LMWM tailors its services to meet individual client needs and goals.
Fee Structure
Life Moves Wealth Management includes investment management as part of their comprehensive wealth management service. Investment management services may be offered as stand-alone services for legacy clients, or at the request of a Client. The firm manages accounts at custodians not directly accessible by the advisor on a non-discretionary basis. The fees for comprehensive wealth management range from $3,600 to $12,000 annually, paid monthly.