Funded Life Financial, LLC (FLF) offers financial planning and investment management services. Financial planning involves evaluating a client's current and future financial state. Investment management involves providing continuous advice regarding the investment of client funds based on individual needs. FLF primarily advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fee is negotiable. For clients engaged in ongoing financial planning with less than $500,000 of assets under management with FLF, the investment management fee will be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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