Lifestyle Planning provides tailored, non-discretionary investment advisory services and financial planning. They gather information about clients' financial situations, objectives, and risk tolerance to make suitable recommendations. They also offer family office services for clients with higher asset levels. Clients retain control over investment decisions and are not obligated to implement the firm's recommendations.
Assets Under Management$37M
Clients54
Advisors3
Avg. per Client$690K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable. Clients may also be enrolled in Altruist One, which provides certain benefits in exchange for a monthly 0.01% asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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