Lifestyle Financial Services (LFS) offers investment management and financial planning services. LFS works with clients to develop investment plans and manage portfolios based on their goals and risk tolerance. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning coordination, insurance review, retirement planning, risk management, and tax planning strategies. LFS may recommend outside managers.
Fee Structure
LFS offers investment management services along with ongoing financial planning. The total annual relationship fee, which includes planning, coaching, advice, and asset management, ranges from 0.40% to 1.50% of the amount you invest directly with LFS. The percentage decreases as the amount you invest increases. There is a $125/month minimum fee. Fund expenses are in addition to these fees.